2023 Form 5500 filing — Integrated Medical Group, P.C. Ret. 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 20240927133216NAL0002164625001) for Integrated Medical Group, P.C. Ret. Plan, reported by Integrated Medical Group, P.C. under EIN 23-2867417 and plan number 001. It reports 397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240927133216NAL0002164625001
Filing year
2023
Form type
2
Plan sponsor
Integrated Medical Group, P.C.
EIN
23-2867417
Plan number
001
Location
Pottsville, PA
Participants
397
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$63,916,510
Total liabilities (EOY)
$0
Net assets (EOY)
$63,916,510
Employer contributions
$1,586,474
Participant contributions
$1,301,670
Total income / additions
$13,860,399
Benefits paid
$5,943,866
Administrative expenses
$27,655
Total expenses
$5,971,521
Net increase / (decrease)
$7,888,878
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Jones & CoNONE$21,000not reported in the loaded dataset
The Vanguard Group, Inc.NONE$6,655$0

Related Form 5500 pages