Ahmc Healthcare Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Gemw Healthcare Investment Lp)
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, Ahmc Healthcare Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Gemw Healthcare Investment Lp under EIN 51-0519169 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,759 participants and $650,196,063 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gemw Healthcare Investment Lp
- EIN
- 51-0519169
- Plan number
- 001
- Plan type
- 2
- Location
- Alhambra, CA
- Latest filing year
- 2023
- Participants
- 9,759
- End-of-year plan assets
- $650,196,063
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,759 | H, C | 20241015131555NAL0056320610001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $650,196,063
- Total liabilities (EOY)
- $205,029
- Net assets (EOY)
- $649,991,034
- Net assets (BOY)
- $546,840,907
Income & contributions
- Employer contributions
- $10,308,664
- Participant contributions
- $36,402,701
- Total contributions
- $49,091,650
- Total income / additions
- $155,099,688
Expenses & distributions
- Benefits paid
- $51,272,427
- Administrative expenses
- $306,951
- Total expenses
- $51,949,561
- Net increase / (decrease)
- $103,150,127
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $134,545 | $0 | 2023 |
| Benefit Financial Services Group | INVESTMENT ADVISOR | $120,443 | not reported in the loaded dataset | 2023 |
| C.Jim Chen Accountancy Corp | ACCOUNTANT | $51,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gemw Healthcare Investment Lp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alhambra, CA
- Fidelity Investments Institutional — Schedule C compensation
- Benefit Financial Services Group — Schedule C compensation
- C.Jim Chen Accountancy Corp — Schedule C compensation