Esse Health Profit Sharing Plan — Form 5500 plan (American Multispecialty Group Dba Esse Health)

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, Esse Health Profit Sharing Plan is a benefit plan reported by American Multispecialty Group Dba Esse Health under EIN 43-1383893 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,313 participants and $196,577,697 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Multispecialty Group Dba Esse Health
EIN
43-1383893
Plan number
001
Plan type
2
Location
St Louis, MO
Latest filing year
2023
Participants
1,313
End-of-year plan assets
$196,577,697

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,313H, C20241007110515NAL0007509507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$196,577,697
Total liabilities (EOY)
$0
Net assets (EOY)
$196,577,697
Net assets (BOY)
$169,163,366

Income & contributions

Employer contributions
$6,052,334
Participant contributions
$5,847,187
Total contributions
$12,635,119
Total income / additions
$39,526,394

Expenses & distributions

Benefits paid
$11,741,044
Administrative expenses
$371,019
Total expenses
$12,112,063
Net increase / (decrease)
$27,414,331

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Acropolis Investment ManagementNONE$214,039not reported in the loaded dataset2023
Pcs Retirement, LLCCONTACT ADMINISTRATOR$159,576$02023
Dwc Erisa Consultants, LLCNONE$13,835not reported in the loaded dataset2023

Related Form 5500 pages