Access Medical Acquisition, Inc. — Form 5500 plan (Access Medical Acquistion, 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, Access Medical Acquisition, Inc. is a benefit plan reported by Access Medical Acquistion, Inc. under EIN 46-3485489 and plan number 001. The latest loaded filing year is 2023. The filing reports 462 participants and $2,576,847 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Access Medical Acquistion, Inc.
EIN
46-3485489
Plan number
001
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
462
End-of-year plan assets
$2,576,847

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023462H, C20260310071546NAL0003989090001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,576,847
Total liabilities (EOY)
$119,688
Net assets (EOY)
$2,457,159
Net assets (BOY)
$1,584,395

Income & contributions

Employer contributions
$164,190
Participant contributions
$454,310
Total contributions
$645,624
Total income / additions
$938,995

Expenses & distributions

Benefits paid
$41,327
Administrative expenses
$21,385
Total expenses
$66,231
Net increase / (decrease)
$872,764

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$21,385$02023
Kestra Investment Services LLCOTHER SERVICES$0$6,9072023

Related Form 5500 pages