2023 Form 5500 filing — American Board Of Internal Medicine 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 20240916132417NAL0001065203001) for American Board Of Internal Medicine Retirement Plan, reported by American Board Of Internal Medicine under EIN 39-0866228 and plan number 002. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916132417NAL0001065203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Board Of Internal Medicine
- EIN
- 39-0866228
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,235,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,235,847
- Employer contributions
- $3,198,820
- Total income / additions
- $11,366,894
- Benefits paid
- $4,817,827
- Administrative expenses
- $54,506
- Total expenses
- $4,872,333
- Net increase / (decrease)
- $6,494,561
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wharton Hill Advisors | CONSULTANTS | $15,000 | not reported in the loaded dataset |
| Clifton Larsen Allen | AUDITORS | $13,125 | not reported in the loaded dataset |
| Nfp Corporate Services | THIRD PARTY ADMINISTRAT | $11,750 | not reported in the loaded dataset |
| Rpw Solutions LLC | FINANCIAL ADVISOR | $11,350 | not reported in the loaded dataset |