2023 Form 5500 filing — Allied Digestive Health 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 20241206090945NAL0006141617001) for Allied Digestive Health 401(K) Plan, reported by Allied Digestive Health, LLC under EIN 46-3915494 and plan number 001. It reports 820 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241206090945NAL0006141617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allied Digestive Health, LLC
- EIN
- 46-3915494
- Plan number
- 001
- Location
- West Long Branch, NJ
- Participants
- 820
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,704,085
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,704,085
- Employer contributions
- $6,877,290
- Participant contributions
- $4,875,837
- Total income / additions
- $25,896,707
- Benefits paid
- $23,509,560
- Administrative expenses
- $373,313
- Total expenses
- $23,915,012
- Net increase / (decrease)
- $1,981,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab | NONE | $66,399 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | NONE | $64,656 | $0 |
| Merrill Lynch | NONE | $48,763 | not reported in the loaded dataset |
| Macias Gini And O'Connell Llp | NONE | $48,500 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba Futurepla | NONE | $28,656 | $13,821 |
| Usi Advisors Inc | NONE | $32,000 | not reported in the loaded dataset |