2023 Form 5500 filing — Academic Medical Group, Inc. 403(B) 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 20250205080643NAL0018412290001) for Academic Medical Group, Inc. 403(B) Plan, reported by Academic Medical Group, Inc. under EIN 86-3038188 and plan number 001. It reports 1,848 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250205080643NAL0018412290001
Filing year
2023
Form type
2
Plan sponsor
Academic Medical Group, Inc.
EIN
86-3038188
Plan number
001
Location
Tampa, FL
Participants
1,848
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,095,465
Net assets (EOY)
$13,095,465
Employer contributions
$2,457,129
Participant contributions
$3,677,517
Total income / additions
$7,790,879
Benefits paid
$482,686
Administrative expenses
$11,435
Total expenses
$503,037
Net increase / (decrease)
$7,287,842
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Valic Retirement Services CompanyNONE$11,435$0

Related Form 5500 pages