Allied Physicians Group Pllc 401(K) And Profit Sharing Plan — Form 5500 plan (Allied Physicians Group Pllc)
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, Allied Physicians Group Pllc 401(K) And Profit Sharing Plan is a benefit plan reported by Allied Physicians Group Pllc under EIN 20-4762421 and plan number 001. The latest loaded filing year is 2023. The filing reports 541 participants and $55,872,153 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Physicians Group Pllc
- EIN
- 20-4762421
- Plan number
- 001
- Plan type
- 2
- Location
- Melville, NY
- Latest filing year
- 2023
- Participants
- 541
- End-of-year plan assets
- $55,872,153
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 541 | H, C | 20260427133548NAL0008641457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,872,153
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,872,153
- Net assets (BOY)
- $46,634,553
Income & contributions
- Employer contributions
- $1,751,118
- Participant contributions
- $2,796,182
- Total contributions
- $4,648,137
- Total income / additions
- $12,768,877
Expenses & distributions
- Benefits paid
- $3,300,271
- Administrative expenses
- $220,346
- Total expenses
- $3,531,277
- Net increase / (decrease)
- $9,237,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | SERVICE PROVIDER | $85,346 | $75 | 2023 |
| Wealth Quarterback LLC | ADVISOR | $79,615 | not reported in the loaded dataset | 2023 |
| Preferred Pension Planning Corp | SERVICE PROVIDER | $36,390 | not reported in the loaded dataset | 2023 |
| Active Core- Vanguard Target Date | ADVISOR | $15,838 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allied Physicians Group Pllc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Melville, NY
- Nationwide — Schedule C compensation
- Wealth Quarterback LLC — Schedule C compensation
- Preferred Pension Planning Corp — Schedule C compensation
- Active Core- Vanguard Target Date — Schedule C compensation