Access & Integrated Practice Holdings 401(K) Plan — Form 5500 plan (Access & Integrated Practice Holdings 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, Access & Integrated Practice Holdings 401(K) Plan is a benefit plan reported by Access & Integrated Practice Holdings LLC under EIN 45-4105320 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $11,645,786 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Access & Integrated Practice Holdings LLC
- EIN
- 45-4105320
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 284
- End-of-year plan assets
- $11,645,786
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 284 | H, C | 20241010151127NAL0020403137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,645,786
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,645,786
- Net assets (BOY)
- $9,357,696
Income & contributions
- Employer contributions
- $160,739
- Participant contributions
- $1,022,878
- Total contributions
- $1,582,221
- Total income / additions
- $3,271,676
Expenses & distributions
- Benefits paid
- $911,248
- Administrative expenses
- $72,338
- Total expenses
- $983,586
- Net increase / (decrease)
- $2,288,090
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $72,337 | $0 | 2023 |
| Alliant Insurance Services, Inc. | INVESTMENT ADVISORY | $0 | $12,837 | 2023 |
| Hays Financial Group, LLC | INVESTMENT ADVISORY | $0 | $11,582 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Access & Integrated Practice Holdings LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Principal Life Insurance Company — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Hays Financial Group, LLC — Schedule C compensation