Alliance Health Management Services, LLC 403(B) Plan — Form 5500 plan (Alliance Health Management Services, 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, Alliance Health Management Services, LLC 403(B) Plan is a benefit plan reported by Alliance Health Management Services, LLC under EIN 34-4639819 and plan number 001. The latest loaded filing year is 2023. The filing reports 36 participants and $1,148,924 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliance Health Management Services, LLC
- EIN
- 34-4639819
- Plan number
- 001
- Plan type
- 2
- Location
- Southborough, MA
- Latest filing year
- 2023
- Participants
- 36
- End-of-year plan assets
- $1,148,924
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36 | I | 20240709073851NAL0008515699002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,148,924
- Net assets (EOY)
- $1,148,924
- Net assets (BOY)
- $923,851
Income & contributions
- Participant contributions
- $150,034
- Total income / additions
- $337,215
Expenses & distributions
- Benefits paid
- $112,062
- Total expenses
- $112,142
- Net increase / (decrease)
- $225,073
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.