How big is AM Medical, P.C.'s plan?

AM Medical, P.C.'s plan reported $135K in assets and 8 participants for 2022.

Original filing (PDF)20230808122744NAL0053174562001

AM Medical, P.C.

Name: AM Medical, P.C. — Preferred Pension Alliance, Form 5500 (2022)
Creator: AM Medical, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Preferred Pension Alliance Multiple Employer Plan

401(k) retirement plan · AM Medical, P.C.'s Preferred Pension Alliance Multiple Employer Plan held $135K in plan assets for 8 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

People on this filing

Jennifer Davie signed AM Medical, P.C.'s 2022 Form 5500 as plan administrator.

Jennifer Davie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AM Medical, P.C.'s EIN is 84-2834493.

EIN 84-2834493

Plan number 001

Plan year 2022

ACK ID 20230808122744NAL0053174562001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for AM Medical, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

AM Medical, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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