2023 Form 5500 filing — Atlantic Medical Management, LLC 401(K) Profit Sharing 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 20251007155405NAL0011728162001) for Atlantic Medical Management, LLC 401(K) Profit Sharing Plan, reported by Atlantic Medical Management, LLC under EIN 27-4374467 and plan number 001. It reports 537 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251007155405NAL0011728162001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Atlantic Medical Management, LLC
- EIN
- 27-4374467
- Plan number
- 001
- Location
- Jacksonville, NC
- Participants
- 537
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,948,876
- Total liabilities (EOY)
- $36,169
- Net assets (EOY)
- $17,912,707
- Employer contributions
- $655,203
- Participant contributions
- $797,568
- Total income / additions
- $3,817,970
- Benefits paid
- $590,643
- Administrative expenses
- $88,568
- Total expenses
- $679,211
- Net increase / (decrease)
- $3,138,759
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Chapel Hill Investment Analysts | INVESTMENT ADVISOR | $60,350 | not reported in the loaded dataset |
| Alerus Financial Na | INVESTMENT MGMT | $15,087 | not reported in the loaded dataset |
| Keystone Benefits Group, Inc. | THIRD PARTY ADMINISTRATO | $7,544 | not reported in the loaded dataset |