2023 Form 5500 filing — Assembly Health Plan 401(K)
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 20251114132350NAL0005849186001) for Assembly Health Plan 401(K), reported by Preferred Podiatry Management LLC under EIN 45-2538551 and plan number 001. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251114132350NAL0005849186001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Preferred Podiatry Management LLC
- EIN
- 45-2538551
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,042,176
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,042,176
- Employer contributions
- $78,308
- Participant contributions
- $1,082,841
- Total income / additions
- $2,675,191
- Benefits paid
- $1,762,768
- Administrative expenses
- $38,423
- Total expenses
- $1,801,191
- Net increase / (decrease)
- $874,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,423 | $0 |
| Hauser Retirement Solutions 2 LLC | CONSULTANT | $0 | $20,840 |