2023 Form 5500 filing — Advanced Rx Management 401(K) 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 20240826091346NAL0015531696001) for Advanced Rx Management 401(K) Plan, reported by Advanced Rx Management, Inc. under EIN 27-3211361 and plan number 001. It reports 60 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,866,532
Participants60
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240826091346NAL0015531696001
Plan sponsor
Advanced Rx Management, Inc.
EIN
27-3211361
Plan number
001
Location
San Ramon, 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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$559.9K
Total expenses$174K
Benefits paid / distributions$69.8K
Contributions
Employer$0
Participant$174.4K
Full reported line items
Total assets (EOY)
$1,866,532
Total liabilities (EOY)
$0
Net assets (EOY)
$1,866,532
Employer contributions
$0
Participant contributions
$174,424
Total income / additions
$559,937
Benefits paid
$69,780
Administrative expenses
$5,608
Total expenses
$173,988
Net increase / (decrease)
$385,949

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240826091346NAL0015531696001 cover?
It is the 2023 Form 5500 filing for Advanced Rx Management 401(K) Plan, reported by Advanced Rx Management, Inc. (EIN 27-3211361).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages