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AMERICAN MEDICAL REIT INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameAMERICAN MEDICAL REIT INC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

AMERICAN MEDICAL REIT INC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AMERICAN MEDICAL REIT INC has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN MEDICAL REIT INC
Employer identification number (EIN):843986108
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN MEDICAL REIT INC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-07-18
0012022-01-01EDWARD ROJAS2023-04-13
0012021-01-01EDWARD ROJAS2022-05-03
0012020-01-01EDWARD ROJAS2021-05-18

Plan Statistics for AMERICAN MEDICAL REIT INC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for AMERICAN MEDICAL REIT INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: AMERICAN MEDICAL REIT INC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-183
Total number of particpants at end of year2025-07-182
Number of Participants With Account Balances2025-07-182
2024: AMERICAN MEDICAL REIT INC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-186
Total number of particpants at end of year2024-07-183
Number of Participants With Account Balances2024-07-183
2022: AMERICAN MEDICAL REIT INC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-05-035
Total number of particpants at end of year2022-05-035
Number of Participants With Account Balances2022-05-035

Financial Data on AMERICAN MEDICAL REIT INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : AMERICAN MEDICAL REIT INC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total liabilities as of the end of the plan year2025-07-180
Total liabilities as of the beginning of the plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-1825451
Net assets as of the end of the plan year2025-07-1840436
Total assets as of the beginning of the plan year2025-07-1857925
Participant contributions to plan in this plan year2025-07-180
Other expenses paid from plan in this plan year2025-07-180
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-187962
Plan net income in this plan year2025-07-18-17489
Net assets as of the end of the plan year2025-07-1840436
Net assets as of the beginning of the plan year2025-07-1857925
Employer contributions to plan in this plan year2025-07-180
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-183629
2024 : AMERICAN MEDICAL REIT INC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-180
Total liabilities as of the end of the plan year2024-07-180
Total liabilities as of the beginning of the plan year2024-07-180
Total expenses incurred by plan in this plan year2024-07-18125417
Net assets as of the end of the plan year2024-07-1857925
Total assets as of the beginning of the plan year2024-07-18173075
Participant contributions to plan in this plan year2024-07-180
Other expenses paid from plan in this plan year2024-07-180
Other contributions to plan in this plan year2024-07-180
Other income to plan in this plan year2024-07-1810267
Plan net income in this plan year2024-07-18-115150
Net assets as of the end of the plan year2024-07-1857925
Net assets as of the beginning of the plan year2024-07-18173075
Employer contributions to plan in this plan year2024-07-180
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-182230
2022 : AMERICAN MEDICAL REIT INC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-030
Total liabilities as of the end of the plan year2022-05-030
Total liabilities as of the beginning of the plan year2022-05-030
Total expenses incurred by plan in this plan year2022-05-0338549
Net assets as of the end of the plan year2022-05-03127991
Total assets as of the beginning of the plan year2022-05-03109642
Participant contributions to plan in this plan year2022-05-0352138
Value of participant loans at end of plan year2022-05-034875
Other expenses paid from plan in this plan year2022-05-030
Other contributions to plan in this plan year2022-05-030
Other income to plan in this plan year2022-05-034760
Plan net income in this plan year2022-05-0318349
Net assets as of the end of the plan year2022-05-03127991
Net assets as of the beginning of the plan year2022-05-03109642
Employer contributions to plan in this plan year2022-05-030
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-033872

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