American Board Of Internal Medicine Retirement Plan — Form 5500 plan (American Board Of Internal Medicine)
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, American Board Of Internal Medicine Retirement Plan is a benefit plan reported by American Board Of Internal Medicine under EIN 39-0866228 and plan number 002. The latest loaded filing year is 2023. The filing reports 358 participants and $52,235,847 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Board Of Internal Medicine
- EIN
- 39-0866228
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 358
- End-of-year plan assets
- $52,235,847
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 358 | H, C | 20240916132417NAL0001065203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,235,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,235,847
- Net assets (BOY)
- $45,741,286
Income & contributions
- Employer contributions
- $3,198,820
- Total contributions
- $3,198,820
- Total income / additions
- $11,366,894
Expenses & distributions
- Benefits paid
- $4,817,827
- Administrative expenses
- $54,506
- Total expenses
- $4,872,333
- Net increase / (decrease)
- $6,494,561
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wharton Hill Advisors | CONSULTANTS | $15,000 | not reported in the loaded dataset | 2023 |
| Clifton Larsen Allen | AUDITORS | $13,125 | not reported in the loaded dataset | 2023 |
| Nfp Corporate Services | THIRD PARTY ADMINISTRAT | $11,750 | not reported in the loaded dataset | 2023 |
| Rpw Solutions LLC | FINANCIAL ADVISOR | $11,350 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Board Of Internal Medicine
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Wharton Hill Advisors — Schedule C compensation
- Clifton Larsen Allen — Schedule C compensation
- Nfp Corporate Services — Schedule C compensation
- Rpw Solutions LLC — Schedule C compensation