Automated Health System 401(K) Retirment Plan — Form 5500 plan (Automated Health Systems, 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, Automated Health System 401(K) Retirment Plan is a benefit plan reported by Automated Health Systems, Inc. under EIN 25-1876460 and plan number 001. The latest loaded filing year is 2023. The filing reports 784 participants and $20,158,201 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Automated Health Systems, Inc.
- EIN
- 25-1876460
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 784
- End-of-year plan assets
- $20,158,201
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 784 | H, C | 20250415100607NAL0006152658001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,158,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,158,201
- Net assets (BOY)
- $16,049,141
Income & contributions
- Employer contributions
- $538,593
- Participant contributions
- $1,123,704
- Total contributions
- $1,951,498
- Total income / additions
- $4,733,762
Expenses & distributions
- Benefits paid
- $605,527
- Administrative expenses
- $19,175
- Total expenses
- $624,702
- Net increase / (decrease)
- $4,109,060
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Investment Advisors LLC | SERVICE PROVIDER | $0 | $73,806 | 2023 |
| Baker Tilly Vantagen, LLC | TPA | $11,406 | $0 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $7,769 | $0 | 2023 |
| Cetera Advisor Networks | SERVICE PROVIDER | $0 | $6,936 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Automated Health Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Cetera Investment Advisors LLC — Schedule C compensation
- Baker Tilly Vantagen, LLC — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Cetera Advisor Networks — Schedule C compensation