2023 Form 5500 filing — Automated Health System 401(K) Retirment 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 20250415100607NAL0006152658001) for Automated Health System 401(K) Retirment Plan, reported by Automated Health Systems, Inc. under EIN 25-1876460 and plan number 001. It reports 784 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415100607NAL0006152658001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Automated Health Systems, Inc.
- EIN
- 25-1876460
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 784
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,158,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,158,201
- Employer contributions
- $538,593
- Participant contributions
- $1,123,704
- Total income / additions
- $4,733,762
- Benefits paid
- $605,527
- Administrative expenses
- $19,175
- Total expenses
- $624,702
- Net increase / (decrease)
- $4,109,060
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Investment Advisors LLC | SERVICE PROVIDER | $0 | $73,806 |
| Baker Tilly Vantagen, LLC | TPA | $11,406 | $0 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $7,769 | $0 |
| Cetera Advisor Networks | SERVICE PROVIDER | $0 | $6,936 |