Primary Health Medical Group 401(K) Plan — Form 5500 plan (Alliance Medical Group , LLC)
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, Primary Health Medical Group 401(K) Plan is a benefit plan reported by Alliance Medical Group , LLC under EIN 20-2630141 and plan number 001. The latest loaded filing year is 2023. The filing reports 854 participants and $41,780,007 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$41.8MPlan net assets, end of year$41,780,007
Participants854Covered participants reported
Assets / participant$48.9KComputed: assets ÷ participants$48,923 (computed)
Provider compensation$207.3K4 Schedule C provider row(s)$207,312
- Plan sponsor
- Alliance Medical Group , LLC
- EIN
- 20-2630141
- Plan number
- 001
- Plan type
- 2
- Location
- Garden City, ID
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 854 | H, C | 20240919130115NAL0011940274001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$41.8M total assets
Net assets$41.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $41,780,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,780,007
- Net assets (BOY)
- $33,775,421
Income & contributions
- Employer contributions
- $1,498,629
- Participant contributions
- $3,228,557
- Total contributions
- $4,727,186
- Total income / additions
- $10,625,174
Expenses & distributions
- Benefits paid
- $2,494,937
- Administrative expenses
- $125,651
- Total expenses
- $2,620,588
- Net increase / (decrease)
- $8,004,586
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $120,378 | not reported in the loaded dataset | 2023 |
| Concierge Private Wealth Management | NONE | $50,422 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors LLC | NONE | $19,362 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors, Inc | NONE | $17,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alliance Medical Group , LLC
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Garden City, ID
- Stancorp Financial Group — Schedule C compensation
- Concierge Private Wealth Management — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Resources Investment Advisors, Inc — Schedule C compensation