2023 Form 5500 filing — Integrated Medicine Alliance,P.A 401k Ps 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 20241015095533NAL0029187569001) for Integrated Medicine Alliance,P.A 401k Ps Plan, reported by Integrated Medical Alliance,Pa under EIN 22-3277741 and plan number 001. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095533NAL0029187569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Integrated Medical Alliance,Pa
- EIN
- 22-3277741
- Plan number
- 001
- Location
- Shrewsbury, NJ
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,957,401
- Net assets (EOY)
- $16,957,401
- Employer contributions
- $399,734
- Participant contributions
- $691,132
- Total income / additions
- $3,589,312
- Benefits paid
- $558,996
- Administrative expenses
- $57,098
- Total expenses
- $616,640
- Net increase / (decrease)
- $2,972,672
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $42,098 | $0 |
| Alliant Retirement Services | ADVISOR | $15,000 | not reported in the loaded dataset |