Amberwell Health 401(K) Plan — Form 5500 plan (Amberwell Atchison Association)
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, Amberwell Health 401(K) Plan is a benefit plan reported by Amberwell Atchison Association under EIN 48-0561974 and plan number 002. The latest loaded filing year is 2023. The filing reports 521 participants and $19,446,198 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amberwell Atchison Association
- EIN
- 48-0561974
- Plan number
- 002
- Plan type
- 2
- Location
- Atchison, KS
- Latest filing year
- 2023
- Participants
- 521
- End-of-year plan assets
- $19,446,198
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 521 | H, C | 20241015200325NAL0017154131002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,446,198
- Net assets (EOY)
- $19,446,198
- Net assets (BOY)
- $18,073,752
Income & contributions
- Employer contributions
- $472,983
- Participant contributions
- $1,572,587
- Total contributions
- $2,101,574
- Total income / additions
- $4,075,848
Expenses & distributions
- Benefits paid
- $2,631,479
- Administrative expenses
- $53,689
- Total expenses
- $2,703,402
- Net increase / (decrease)
- $1,372,446
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic Retirement Services Company | NONE | $53,689 | $0 | 2023 |