Academic Medical Group, Inc. 403(B) Plan — Form 5500 plan (Academic Medical Group, 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, Academic Medical Group, Inc. 403(B) Plan is a benefit plan reported by Academic Medical Group, Inc. under EIN 86-3038188 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,848 participants and $13,095,465 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.1MPlan net assets, end of year$13,095,465
Participants1.8KCovered participants reported1,848
Assets / participant$7.1KComputed: assets ÷ participants$7,086 (computed)
Provider compensation$11.4K1 Schedule C provider row(s)$11,435
- Plan sponsor
- Academic Medical Group, Inc.
- EIN
- 86-3038188
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,848 | H, C | 20250205080643NAL0018412290001 |
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)$13.1M total assets
Net assets$13.1MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $13,095,465
- Net assets (EOY)
- $13,095,465
- Net assets (BOY)
- $5,807,623
Income & contributions
- Employer contributions
- $2,457,129
- Participant contributions
- $3,677,517
- Total contributions
- $6,348,832
- Total income / additions
- $7,790,879
Expenses & distributions
- Benefits paid
- $482,686
- Administrative expenses
- $11,435
- Total expenses
- $503,037
- Net increase / (decrease)
- $7,287,842
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic Retirement Services Company | NONE | $11,435 | $0 | 2023 |