2023 Form 5500 filing — Medical Services Of America, 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 20241009141218NAL0009298147001) for Medical Services Of America, Inc. 401(K) Retirement Plan, reported by Medical Services Of America, Inc. under EIN 54-0950139 and plan number 001. It reports 1,862 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009141218NAL0009298147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medical Services Of America, Inc.
- EIN
- 54-0950139
- Plan number
- 001
- Location
- Lexington, SC
- Participants
- 1,862
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,067,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,067,215
- Employer contributions
- $619,172
- Participant contributions
- $2,713,076
- Total income / additions
- $9,364,708
- Benefits paid
- $5,835,320
- Administrative expenses
- $199,426
- Total expenses
- $6,034,746
- Net increase / (decrease)
- $3,329,962
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $84,760 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $51,158 | $0 |
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $35,813 | not reported in the loaded dataset |
| Cetera Investment Advisers LLC | OTHER | $25,695 | not reported in the loaded dataset |
| Scott And Company, LLC | AUDITOR | $2,000 | not reported in the loaded dataset |