2023 Form 5500 filing — Advanced Healthcare Management, Inc. 401(K) 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 20241015130925NAL0029735681001) for Advanced Healthcare Management, Inc. 401(K) Plan, reported by Advanced Healthcare Management, Inc. under EIN 20-0284424 and plan number 001. It reports 518 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130925NAL0029735681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Healthcare Management, Inc.
- EIN
- 20-0284424
- Plan number
- 001
- Location
- Magee, MS
- Participants
- 518
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,217,101
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,217,101
- Employer contributions
- $176,602
- Participant contributions
- $447,628
- Total income / additions
- $1,058,725
- Benefits paid
- $450,800
- Administrative expenses
- $48,150
- Total expenses
- $498,950
- Net increase / (decrease)
- $559,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $30,904 | $0 |
| Trustmark National Bank | TRUSTEE | $16,501 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,287 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $447 | not reported in the loaded dataset |