Allcare Medical Management, Inc. Retirement Plan — Form 5500 plan (Allcare Medical Management, Inc. (Formerly Hospitality Dental).)
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, Allcare Medical Management, Inc. Retirement Plan is a benefit plan reported by Allcare Medical Management, Inc. (Formerly Hospitality Dental). under EIN 95-3545012 and plan number 001. The latest loaded filing year is 2023. The filing reports 274 participants and $7,201,060 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allcare Medical Management, Inc. (Formerly Hospitality Dental).
- EIN
- 95-3545012
- Plan number
- 001
- Plan type
- 2
- Location
- San Bernardino, CA
- Latest filing year
- 2023
- Participants
- 274
- End-of-year plan assets
- $7,201,060
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 274 | H, C | 20240731114012NAL0021430689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,201,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,201,060
- Net assets (BOY)
- $6,638,095
Income & contributions
- Employer contributions
- $63,941
- Participant contributions
- $332,377
- Total contributions
- $396,318
- Total income / additions
- $1,396,243
Expenses & distributions
- Benefits paid
- $776,926
- Administrative expenses
- $23,979
- Total expenses
- $833,278
- Net increase / (decrease)
- $562,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $23,214 | not reported in the loaded dataset | 2023 |
| Professional Benefit Services Inc | CONTRACT ADMIN | $595 | not reported in the loaded dataset | 2023 |
| Jp Morgan Invest Holding LLC | RECORDKEEPER | $255 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allcare Medical Management, Inc. (Formerly Hospitality Dental).
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Bernardino, CA
- Ubs Financial Services Inc — Schedule C compensation
- Professional Benefit Services Inc — Schedule C compensation
- Jp Morgan Invest Holding LLC — Schedule C compensation