Ambulatory Medical Practices Management Services Organization, Inc. 401k Plan — Form 5500 plan (Ambulatory Medical Practices Management Services Organization, Inc.)
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, Ambulatory Medical Practices Management Services Organization, Inc. 401k Plan is a benefit plan reported by Ambulatory Medical Practices Management Services Organization, Inc. under EIN 45-2518871 and plan number 002. The latest loaded filing year is 2023. The filing reports 400 participants and $25,416,393 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ambulatory Medical Practices Management Services Organization, Inc.
- EIN
- 45-2518871
- Plan number
- 002
- Plan type
- 2
- Location
- Valhalla, NY
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $25,416,393
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20241011150157NAL0022127409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,416,393
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,416,393
- Net assets (BOY)
- $24,216,672
Income & contributions
- Employer contributions
- $743,376
- Participant contributions
- $959,338
- Total contributions
- $1,804,827
- Total income / additions
- $4,384,246
Expenses & distributions
- Benefits paid
- $3,108,354
- Administrative expenses
- $76,171
- Total expenses
- $3,184,525
- Net increase / (decrease)
- $1,199,721
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,170 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $56,844 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ambulatory Medical Practices Management Services Organization, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Valhalla, NY
- Principal Life Insurance Company — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation