2023 Form 5500 filing — Monroe Plan For Medical Care, Inc. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240910123624NAL0009731728001) for Monroe Plan For Medical Care, Inc. 401(K) Retirement Plan, reported by Monroe Plan For Medical Care, Inc. under EIN 16-0973194 and plan number 002. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910123624NAL0009731728001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monroe Plan For Medical Care, Inc.
- EIN
- 16-0973194
- Plan number
- 002
- Location
- Pittsford, NY
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,102,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,102,068
- Employer contributions
- $813,201
- Participant contributions
- $805,759
- Total income / additions
- $5,044,637
- Benefits paid
- $5,123,754
- Administrative expenses
- $4,276
- Total expenses
- $5,145,012
- Net increase / (decrease)
- -$100,375
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | INVESTMENT ADVISOR | $36,021 | not reported in the loaded dataset |
| Lifetime Benefit Solutions | TPA | $0 | $12,007 |
| Empower Life & Annnuity Insurance | SERVICE PROVIDER | $3,796 | not reported in the loaded dataset |