Advanced Healthcare Management, Inc. 401(K) Plan — Form 5500 plan (Advanced Healthcare Management, Inc.)
Plain-English plan 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, Advanced Healthcare Management, Inc. 401(K) Plan is a benefit plan reported by Advanced Healthcare Management, Inc. under EIN 20-0284424 and plan number 001. The latest loaded filing year is 2023. The filing reports 518 participants and $4,217,101 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advanced Healthcare Management, Inc.
- EIN
- 20-0284424
- Plan number
- 001
- Plan type
- 2
- Location
- Magee, MS
- Latest filing year
- 2023
- Participants
- 518
- End-of-year plan assets
- $4,217,101
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 518 | H, C | 20241015130925NAL0029735681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,217,101
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,217,101
- Net assets (BOY)
- $3,657,326
Income & contributions
- Employer contributions
- $176,602
- Participant contributions
- $447,628
- Total contributions
- $633,496
- Total income / additions
- $1,058,725
Expenses & distributions
- Benefits paid
- $450,800
- Administrative expenses
- $48,150
- Total expenses
- $498,950
- Net increase / (decrease)
- $559,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $30,904 | $0 | 2023 |
| Trustmark National Bank | TRUSTEE | $16,501 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,287 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $447 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advanced Healthcare Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Magee, MS
- Empower Annuity Insurance Company — Schedule C compensation
- Trustmark National Bank — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation