2023 Form 5500 filing — Abington Medical Specialists Association 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015055005NAL0028840673001) for Abington Medical Specialists Association 401(K) Profit Sharing Plan, reported by Abington Medical Specialists Association, Pc under EIN 23-1732364 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015055005NAL0028840673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Abington Medical Specialists Association, Pc
- EIN
- 23-1732364
- Plan number
- 001
- Location
- Horsham, PA
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,583,881
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,583,881
- Employer contributions
- $728,422
- Participant contributions
- $509,406
- Total income / additions
- $5,845,118
- Benefits paid
- $2,980,161
- Administrative expenses
- $2,515
- Total expenses
- $2,993,932
- Net increase / (decrease)
- $2,851,186
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Janney Montgomery Scott, LLC | BROKER/ADVISE R | $0 | $42,026 |
| Associated Benefit Planners, Ltd. | CONTRACT ADMIN | $785 | $10,000 |
| Great West Life Annuity Insurance | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset |