Ameridial, Inc. 401(K) Plan And Trust — Form 5500 plan (Ameridial, 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, Ameridial, Inc. 401(K) Plan And Trust is a benefit plan reported by Ameridial, Inc. under EIN 34-1556271 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $3,181,677 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.2MPlan net assets, end of year$3,181,677
Participants311Covered participants reported
Assets / participant$10.2KComputed: assets ÷ participants$10,230 (computed)
Provider compensation$12.8K2 Schedule C provider row(s)$12,814
- Plan sponsor
- Ameridial, Inc.
- EIN
- 34-1556271
- Plan number
- 001
- Plan type
- 2
- Location
- Canton, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20241028083616NAL0003535473001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.2M total assets
Net assets$3.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,181,677
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,181,677
- Net assets (BOY)
- $4,099,911
Income & contributions
- Employer contributions
- $91,847
- Participant contributions
- $210,233
- Total contributions
- $383,305
- Total income / additions
- $648,107
Expenses & distributions
- Benefits paid
- $1,548,808
- Administrative expenses
- $17,533
- Total expenses
- $1,566,341
- Net increase / (decrease)
- -$918,234
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets49%Computed ratio
Benefits paid ÷ total income239%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisor Serv | SERVICE PROVIDER | $9,706 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Insurance Serv | SERVICE PROVIDER | $3,108 | not reported in the loaded dataset | 2023 |