2023 Form 5500 filing — Allied Physicians Group Pllc 401(K) And 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 20260427133548NAL0008641457001) for Allied Physicians Group Pllc 401(K) And Profit Sharing Plan, reported by Allied Physicians Group Pllc under EIN 20-4762421 and plan number 001. It reports 541 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260427133548NAL0008641457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allied Physicians Group Pllc
- EIN
- 20-4762421
- Plan number
- 001
- Location
- Melville, NY
- Participants
- 541
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,872,153
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,872,153
- Employer contributions
- $1,751,118
- Participant contributions
- $2,796,182
- Total income / additions
- $12,768,877
- Benefits paid
- $3,300,271
- Administrative expenses
- $220,346
- Total expenses
- $3,531,277
- Net increase / (decrease)
- $9,237,600
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | SERVICE PROVIDER | $85,346 | $75 |
| Wealth Quarterback LLC | ADVISOR | $79,615 | not reported in the loaded dataset |
| Preferred Pension Planning Corp | SERVICE PROVIDER | $36,390 | not reported in the loaded dataset |
| Active Core- Vanguard Target Date | ADVISOR | $15,838 | not reported in the loaded dataset |