Original filing (PDF)20250707144558NAL0005473120001

Medreceivables Advisor Financial Management, Inc.

Name: Medreceivables Advisor Financial Management, Inc. — Form 5500 Plan 001 (2024)
Creator: Medreceivables Advisor Financial Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Medreceivables Advisor Financial Management 401(k) Plan

401(k) retirement plan · Medreceivables Advisor Financial Management, Inc.'s Medreceivables Advisor Financial Management 401(k) Plan held $2.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Medreceivables Advisor Financial Management, Inc.'s EIN is 27-4662145.

EIN 27-4662145

Plan number 001

Plan year 2024

ACK ID 20250707144558NAL0005473120001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Medreceivables Advisor Financial Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Medreceivables Advisor Financial Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEDRECEIVABLES ADVISOR FINANCIAL MANAGEMENT, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score