Abington Medical Specialists Association 401(K) Profit Sharing Plan — Form 5500 plan (Abington Medical Specialists Association, Pc)
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, Abington Medical Specialists Association 401(K) Profit Sharing Plan is a benefit plan reported by Abington Medical Specialists Association, Pc under EIN 23-1732364 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $31,583,881 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Abington Medical Specialists Association, Pc
- EIN
- 23-1732364
- Plan number
- 001
- Plan type
- 2
- Location
- Horsham, PA
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $31,583,881
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241015055005NAL0028840673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,583,881
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,583,881
- Net assets (BOY)
- $28,732,695
Income & contributions
- Employer contributions
- $728,422
- Participant contributions
- $509,406
- Total contributions
- $1,237,828
- Total income / additions
- $5,845,118
Expenses & distributions
- Benefits paid
- $2,980,161
- Administrative expenses
- $2,515
- Total expenses
- $2,993,932
- Net increase / (decrease)
- $2,851,186
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Janney Montgomery Scott, LLC | BROKER/ADVISE R | $0 | $42,026 | 2023 |
| Associated Benefit Planners, Ltd. | CONTRACT ADMIN | $785 | $10,000 | 2023 |
| Great West Life Annuity Insurance | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Abington Medical Specialists Association, Pc
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Horsham, PA
- Janney Montgomery Scott, LLC — Schedule C compensation
- Associated Benefit Planners, Ltd. — Schedule C compensation
- Great West Life Annuity Insurance — Schedule C compensation