2023 Form 5500 filing — Allied Physicians, Inc. 401(K) Salary Reduction Plan And Trust

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 20241015152857NAL0028934929006) for Allied Physicians, Inc. 401(K) Salary Reduction Plan And Trust, reported by Allied Physicians Inc. under EIN 35-1155438 and plan number 004. It reports 126 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)$29.1MReported net assets$29,130,604

Participants126

Provider compensation$12.6K3 Schedule C row(s)$12,635

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015152857NAL0028934929006
Plan sponsor: Allied Physicians Inc.
EIN: 35-1155438
Plan number: 004
Location: Fort Wayne, IN
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)$29.1M total assets

Net assets$29.1MLiabilities—

Money in vs. money out

Total income / additions$6M

Total expenses$9.9M

Benefits paid / distributions$9.8M

Contributions

Employer$313.1K

Participant$410.9K

Full reported line items

Total assets (EOY): $29,130,604
Net assets (EOY): $29,130,604
Employer contributions: $313,138
Participant contributions: $410,908
Total income / additions: $5,983,822
Benefits paid: $9,836,639
Administrative expenses: $17,157
Total expenses: $9,874,279
Net increase / (decrease): -$3,890,457

Schedule C

Reported service provider compensation

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

1
Galecki Financial Management$12.4K
NONE · Direct $12.4K
2
Charles Schwab & Co., Inc.$209
NONE · Direct $209 · Indirect $0
3
Charles Schwab Trust Bank$0
NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015152857NAL0028934929006 cover?: It is the 2023 Form 5500 filing for Allied Physicians, Inc. 401(K) Salary Reduction Plan And Trust, reported by Allied Physicians Inc. (EIN 35-1155438).
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).