Afmc 401k Retirement Plan — Form 5500 plan (Arkansas Foundation For Medical)

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, Afmc 401k Retirement Plan is a benefit plan reported by Arkansas Foundation For Medical under EIN 23-7237381 and plan number 001. The latest loaded filing year is 2023. The filing reports 419 participants and $19,008,949 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arkansas Foundation For Medical
EIN
23-7237381
Plan number
001
Plan type
2
Location
Fort Smith, AR
Latest filing year
2023
Participants
419
End-of-year plan assets
$19,008,949

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023419H, C20241025105806NAL0000135504001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,008,949
Total liabilities (EOY)
$0
Net assets (EOY)
$19,008,949
Net assets (BOY)
$16,756,494

Income & contributions

Employer contributions
$644,897
Participant contributions
$1,141,778
Total contributions
$1,792,365
Total income / additions
$4,309,049

Expenses & distributions

Benefits paid
$1,989,813
Administrative expenses
$66,781
Total expenses
$2,056,594
Net increase / (decrease)
$2,252,455

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James And Associates Inc.SERVICE PROVIDER$33,413$02023
Voya Retirement Insurance And AnnuiRECORDKEEPER$33,368$02023

Related Form 5500 pages