Academic Medicine Services Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Academic Medicine Services Inc)
Plain-English plan 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, Academic Medicine Services Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Academic Medicine Services Inc under EIN 16-1455134 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $33,309,935 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Academic Medicine Services Inc
- EIN
- 16-1455134
- Plan number
- 001
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 356
- End-of-year plan assets
- $33,309,935
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 356 | H, C | 20240923124848NAL0004143059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,309,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,309,935
- Net assets (BOY)
- $28,089,623
Income & contributions
- Employer contributions
- $504,055
- Participant contributions
- $1,875,129
- Total contributions
- $2,464,456
- Total income / additions
- $7,695,010
Expenses & distributions
- Benefits paid
- $2,409,739
- Administrative expenses
- $64,959
- Total expenses
- $2,474,698
- Net increase / (decrease)
- $5,220,312
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $31,615 | not reported in the loaded dataset | 2023 |
| Trg Advisors Inc | ADVISOR | $26,813 | not reported in the loaded dataset | 2023 |
| Americantcs Fiduciary Svcs | CONTRACT ADMINISTRATOR | $7,600 | not reported in the loaded dataset | 2023 |