2023 Form 5500 filing — Akeso Medical 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 20241107115319NAL0010235105001) for Akeso Medical Retirement Plan, reported by Kain Akeso Medical Holdings, LLC under EIN 84-4210914 and plan number 001. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241107115319NAL0010235105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kain Akeso Medical Holdings, LLC
- EIN
- 84-4210914
- Plan number
- 001
- Location
- Irvine, CA
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,055,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,055,686
- Employer contributions
- $561,238
- Participant contributions
- $1,220,098
- Total income / additions
- $4,169,282
- Benefits paid
- $317,476
- Administrative expenses
- $23,570
- Total expenses
- $341,046
- Net increase / (decrease)
- $3,828,236
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Abg Consultants | INVESTMENT ADVISOR | $16,468 | not reported in the loaded dataset |
| Pcs Retirement LLC | CONTRACT ADMINISTRATOR | $7,102 | not reported in the loaded dataset |