Allied Digestive Health 401(K) Plan — Form 5500 plan (Allied Digestive Health, 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, Allied Digestive Health 401(K) Plan is a benefit plan reported by Allied Digestive Health, LLC under EIN 46-3915494 and plan number 001. The latest loaded filing year is 2023. The filing reports 820 participants and $64,704,085 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Digestive Health, LLC
- EIN
- 46-3915494
- Plan number
- 001
- Plan type
- 2
- Location
- West Long Branch, NJ
- Latest filing year
- 2023
- Participants
- 820
- End-of-year plan assets
- $64,704,085
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 820 | H, C | 20241206090945NAL0006141617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,704,085
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,704,085
- Net assets (BOY)
- $62,722,390
Income & contributions
- Employer contributions
- $6,877,290
- Participant contributions
- $4,875,837
- Total contributions
- $16,656,440
- Total income / additions
- $25,896,707
Expenses & distributions
- Benefits paid
- $23,509,560
- Administrative expenses
- $373,313
- Total expenses
- $23,915,012
- Net increase / (decrease)
- $1,981,695
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab | NONE | $66,399 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | NONE | $64,656 | $0 | 2023 |
| Merrill Lynch | NONE | $48,763 | not reported in the loaded dataset | 2023 |
| Macias Gini And O'Connell Llp | NONE | $48,500 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba Futurepla | NONE | $28,656 | $13,821 | 2023 |
| Usi Advisors Inc | NONE | $32,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allied Digestive Health, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Long Branch, NJ
- Charles Schwab — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Macias Gini And O'Connell Llp — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation
- Usi Advisors Inc — Schedule C compensation