Amarillo Medical Specialists 401(k) match, vesting and fees
What Amarillo Medical Specialists' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Johnson and Sheldon PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Amarillo Medical Specialists: employer contribution per participant | $5,186 | |
| Peer median | $1,468 |
| Amarillo Medical Specialists: average balance | $166,381 | |
| Peer median | $37,786 |
| Amarillo Medical Specialists: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $31M at the end of plan year 2021 to $32.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 208 | $32.4M | $1M | $5,186 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 204 | $27.7M | $950K | $5,623 | 0.30% | Not published | Form 5500 ↗ |
| 2022 | 174 | $22.1M | $1.2M | $7,037 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 182 | $31M | $1.1M | $6,097 | 0.30% | Not published | Form 5500 ↗ |
Common questions
Does Amarillo Medical Specialists match 401(k) contributions?
The match terms for the Amarillo Medical Specialists, LLP 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $1M in employer contributions, about $5,186 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Amarillo Medical Specialists 401(k) match vested?
The vesting schedule for the Amarillo Medical Specialists, LLP 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Amarillo Medical Specialists 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Amarillo Medical Specialists, LLP.
I left Amarillo Medical Specialists. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Amarillo Medical Specialists, LLP, (806) 677-2058) or the recordkeeper, Empower Annuity Insurance Company O. The Amarillo Medical Specialists old 401(k) page lists the contacts from every plan filing. Find an old Amarillo Medical Specialists 401(k)
Data from the public Form 5500 annual reports Amarillo Medical Specialists filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Amarillo Medical Specialists. Not financial advice. Report a correction · Methodology