Integrated Medicine Alliance,P.A 401k Ps Plan — Form 5500 plan (Integrated Medical Alliance,Pa)

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, Integrated Medicine Alliance,P.A 401k Ps Plan is a benefit plan reported by Integrated Medical Alliance,Pa under EIN 22-3277741 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $16,957,401 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Integrated Medical Alliance,Pa
EIN
22-3277741
Plan number
001
Plan type
2
Location
Shrewsbury, NJ
Latest filing year
2023
Participants
261
End-of-year plan assets
$16,957,401

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023261H, C20241015095533NAL0029187569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,957,401
Net assets (EOY)
$16,957,401
Net assets (BOY)
$13,984,729

Income & contributions

Employer contributions
$399,734
Participant contributions
$691,132
Total contributions
$1,133,183
Total income / additions
$3,589,312

Expenses & distributions

Benefits paid
$558,996
Administrative expenses
$57,098
Total expenses
$616,640
Net increase / (decrease)
$2,972,672

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$42,098$02023
Alliant Retirement ServicesADVISOR$15,000not reported in the loaded dataset2023

Related Form 5500 pages