Akeso Medical Retirement Plan — Form 5500 plan (Kain Akeso Medical 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, Akeso Medical Retirement Plan is a benefit plan reported by Kain Akeso Medical Holdings, LLC under EIN 84-4210914 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $7,055,686 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kain Akeso Medical Holdings, LLC
EIN
84-4210914
Plan number
001
Plan type
2
Location
Irvine, CA
Latest filing year
2023
Participants
280
End-of-year plan assets
$7,055,686

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023280H, C20241107115319NAL0010235105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,055,686
Total liabilities (EOY)
$0
Net assets (EOY)
$7,055,686
Net assets (BOY)
$3,227,450

Income & contributions

Employer contributions
$561,238
Participant contributions
$1,220,098
Total contributions
$3,514,143
Total income / additions
$4,169,282

Expenses & distributions

Benefits paid
$317,476
Administrative expenses
$23,570
Total expenses
$341,046
Net increase / (decrease)
$3,828,236

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Abg ConsultantsINVESTMENT ADVISOR$16,468not reported in the loaded dataset2023
Pcs Retirement LLCCONTRACT ADMINISTRATOR$7,102not reported in the loaded dataset2023

Related Form 5500 pages