2023 Form 5500 filing — Medical Assets Holding Company, LLC 401(K) Profit Sharing Trust
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 20241015124521NAL0029671841001) for Medical Assets Holding Company, LLC 401(K) Profit Sharing Trust, reported by Medical Assets Holding Company, LLC under EIN 71-0820452 and plan number 001. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124521NAL0029671841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medical Assets Holding Company, LLC
- EIN
- 71-0820452
- Plan number
- 001
- Location
- Little Rock, AR
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,477,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,477,787
- Employer contributions
- $164,090
- Participant contributions
- $304,672
- Total income / additions
- $1,269,290
- Benefits paid
- $2,813,682
- Administrative expenses
- $51,313
- Total expenses
- $2,864,995
- Net increase / (decrease)
- -$1,595,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $19,826 | $0 |
| Aptus Financial. | NONE | $18,199 | not reported in the loaded dataset |
| Landmark Public Accountants | NONE | $10,000 | not reported in the loaded dataset |
| Avantax Advisory Services | NONE | $5,828 | $0 |