2023 Form 5500 filing — Advantmed 401(K) And Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240426122155NAL0017932145001) for Advantmed 401(K) And Profit Sharing Plan, reported by Advantmed, LLC under EIN 32-0453942 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$843.5KReported net assets$843,537
Participants201
Provider compensation$4.9K1 Schedule C row(s)$4,937
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240426122155NAL0017932145001
Plan sponsor
Advantmed, LLC
EIN
32-0453942
Plan number
001
Location
Irvine, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$843.5K total assets
Net assets$843.5KLiabilities$0
Money in vs. money out
Total income / additions$312.3K
Total expenses$74.8K
Benefits paid / distributions$69.8K
Contributions
EmployerNot reported
Participant$216K
Full reported line items
Total assets (EOY)
$843,537
Total liabilities (EOY)
$0
Net assets (EOY)
$843,537
Participant contributions
$215,977
Total income / additions
$312,268
Benefits paid
$69,817
Administrative expenses
$4,937
Total expenses
$74,754
Net increase / (decrease)
$237,514
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $4.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240426122155NAL0017932145001 cover?
It is the 2023 Form 5500 filing for Advantmed 401(K) And Profit Sharing Plan, reported by Advantmed, LLC (EIN 32-0453942).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages