Assembly Health Plan 401(K) — Form 5500 plan (Preferred Podiatry Management LLC)
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, Assembly Health Plan 401(K) is a benefit plan reported by Preferred Podiatry Management LLC under EIN 45-2538551 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $11,042,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Preferred Podiatry Management LLC
- EIN
- 45-2538551
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $11,042,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20251114132350NAL0005849186001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,042,176
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,042,176
- Net assets (BOY)
- $10,168,176
Income & contributions
- Employer contributions
- $78,308
- Participant contributions
- $1,082,841
- Total contributions
- $1,177,342
- Total income / additions
- $2,675,191
Expenses & distributions
- Benefits paid
- $1,762,768
- Administrative expenses
- $38,423
- Total expenses
- $1,801,191
- Net increase / (decrease)
- $874,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,423 | $0 | 2023 |
| Hauser Retirement Solutions 2 LLC | CONSULTANT | $0 | $20,840 | 2023 |