2023 Form 5500 filing — Allcare Medical Management, Inc. Retirement 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 20240731114012NAL0021430689001) for Allcare Medical Management, Inc. Retirement Plan, reported by Allcare Medical Management, Inc. (Formerly Hospitality Dental). under EIN 95-3545012 and plan number 001. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731114012NAL0021430689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allcare Medical Management, Inc. (Formerly Hospitality Dental).
- EIN
- 95-3545012
- Plan number
- 001
- Location
- San Bernardino, CA
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,201,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,201,060
- Employer contributions
- $63,941
- Participant contributions
- $332,377
- Total income / additions
- $1,396,243
- Benefits paid
- $776,926
- Administrative expenses
- $23,979
- Total expenses
- $833,278
- Net increase / (decrease)
- $562,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $23,214 | not reported in the loaded dataset |
| Professional Benefit Services Inc | CONTRACT ADMIN | $595 | not reported in the loaded dataset |
| Jp Morgan Invest Holding LLC | RECORDKEEPER | $255 | $0 |