Plan5500

Atlantic Medical Management, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Atlantic Medical Management, LLC)

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, Atlantic Medical Management, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Atlantic Medical Management, LLC under EIN 27-4374467 and plan number 001. The latest loaded filing year is 2023. The filing reports 537 participants and $17,948,876 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atlantic Medical Management, LLC
EIN
27-4374467
Plan number
001
Plan type
3
Location
Jacksonville, NC
Latest filing year
2023
Participants
537
End-of-year plan assets
$17,948,876

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023537H, C20251007155405NAL0011728162001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,948,876
Total liabilities (EOY)
$36,169
Net assets (EOY)
$17,912,707
Net assets (BOY)
$14,773,948

Income & contributions

Employer contributions
$655,203
Participant contributions
$797,568
Total contributions
$1,459,467
Total income / additions
$3,817,970

Expenses & distributions

Benefits paid
$590,643
Administrative expenses
$88,568
Total expenses
$679,211
Net increase / (decrease)
$3,138,759

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Chapel Hill Investment AnalystsINVESTMENT ADVISOR$60,350not reported in the loaded dataset2023
Alerus Financial NaINVESTMENT MGMT$15,087not reported in the loaded dataset2023
Keystone Benefits Group, Inc.THIRD PARTY ADMINISTRATO$7,544not reported in the loaded dataset2023

Related Form 5500 pages