Plan5500

Allied Physicians, Inc. 401(K) Salary Reduction Plan And Trust — Form 5500 plan (Allied Physicians 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, Allied Physicians, Inc. 401(K) Salary Reduction Plan And Trust is a benefit plan reported by Allied Physicians Inc. under EIN 35-1155438 and plan number 004. The latest loaded filing year is 2023. The filing reports 126 participants and $29,130,604 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$29.1MPlan net assets, end of year$29,130,604
Participants126Covered participants reported
Assets / participant$231.2KComputed: assets ÷ participants$231,195 (computed)
Provider compensation$12.6K3 Schedule C provider row(s)$12,635
Plan sponsor
Allied Physicians Inc.
EIN
35-1155438
Plan number
004
Plan type
2
Location
Fort Wayne, IN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    126 participants · 2Sch HSch C
    View filing →
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)$29.1M total assets
Net assets$29.1MLiabilities—
Money in vs. money out
Total income / additions$6M
Total expenses$9.9M
Benefits paid / distributions$9.8M
Contributions
Employer$313.1K
Participant$410.9K
Full reported line items

Net assets

Total assets (EOY)
$29,130,604
Net assets (EOY)
$29,130,604
Net assets (BOY)
$33,021,061

Income & contributions

Employer contributions
$313,138
Participant contributions
$410,908
Total contributions
$738,711
Total income / additions
$5,983,822

Expenses & distributions

Benefits paid
$9,836,639
Administrative expenses
$17,157
Total expenses
$9,874,279
Net increase / (decrease)
-$3,890,457
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.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets34%Computed ratio
Benefits paid ÷ total income164%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Galecki Financial Management$12.4K
    NONE · Direct $12.4K
  2. 2
    Charles Schwab & Co., Inc.$209
    NONE · Direct $209 · Indirect $0
  3. 3
    Charles Schwab Trust Bank$0
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Allied Physicians, Inc. 401(K) Salary Reduction Plan And Trust?
Allied Physicians, Inc. 401(K) Salary Reduction Plan And Trust is reported as sponsored by Allied Physicians Inc. (EIN 35-1155438, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Allied Physicians, Inc. 401(K) Salary Reduction Plan And Trust?
The latest Form 5500 filing year loaded for Allied Physicians, Inc. 401(K) Salary Reduction Plan And Trust is 2023.
How many participants does Allied Physicians, Inc. 401(K) Salary Reduction Plan And Trust report?
Allied Physicians, Inc. 401(K) Salary Reduction Plan And Trust reports 126 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Allied Physicians, Inc. 401(K) Salary Reduction Plan And Trust?
Allied Physicians, Inc. 401(K) Salary Reduction Plan And Trust reports $29,130,604 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages