2023 Form 5500 filing — Access Medical Acquisition, Inc.
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 20260310071546NAL0003989090001) for Access Medical Acquisition, Inc., reported by Access Medical Acquistion, Inc. under EIN 46-3485489 and plan number 001. It reports 462 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260310071546NAL0003989090001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Access Medical Acquistion, Inc.
- EIN
- 46-3485489
- Plan number
- 001
- Location
- Miami, FL
- Participants
- 462
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,576,847
- Total liabilities (EOY)
- $119,688
- Net assets (EOY)
- $2,457,159
- Employer contributions
- $164,190
- Participant contributions
- $454,310
- Total income / additions
- $938,995
- Benefits paid
- $41,327
- Administrative expenses
- $21,385
- Total expenses
- $66,231
- Net increase / (decrease)
- $872,764
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,385 | $0 |
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $6,907 |