2023 Form 5500 filing — Academic Medical Group, Inc. 403(B) 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 20250205080643NAL0018412290001) for Academic Medical Group, Inc. 403(B) Plan, reported by Academic Medical Group, Inc. under EIN 86-3038188 and plan number 001. It reports 1,848 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)$13.1MReported net assets$13,095,465
Participants1.8K1,848
Provider compensation$11.4K1 Schedule C row(s)$11,435
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250205080643NAL0018412290001
- Plan sponsor
- Academic Medical Group, Inc.
- EIN
- 86-3038188
- Plan number
- 001
- Location
- Tampa, FL
- Received date
- not reported in the loaded dataset
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)$13.1M total assets
Net assets$13.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $13,095,465
- Net assets (EOY)
- $13,095,465
- Employer contributions
- $2,457,129
- Participant contributions
- $3,677,517
- Total income / additions
- $7,790,879
- Benefits paid
- $482,686
- Administrative expenses
- $11,435
- Total expenses
- $503,037
- Net increase / (decrease)
- $7,287,842
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | NONE | $11,435 | $0 |