2023 Form 5500 filing — Memphis Obstetrics & Gynecological Assoc P.C. 401(K) 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 20241010094017NAL0011342547001) for Memphis Obstetrics & Gynecological Assoc P.C. 401(K) Plan, reported by Memphis Obstetrics & Gynecological Assoc. P.C. under EIN 62-1226101 and plan number 001. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010094017NAL0011342547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Memphis Obstetrics & Gynecological Assoc. P.C.
- EIN
- 62-1226101
- Plan number
- 001
- Location
- Bartlett, TN
- Participants
- 247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,742,446
- Net assets (EOY)
- $36,742,446
- Employer contributions
- $799,189
- Participant contributions
- $789,208
- Total income / additions
- $5,665,297
- Benefits paid
- $942,053
- Administrative expenses
- $97,620
- Total expenses
- $1,046,990
- Net increase / (decrease)
- $4,618,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | RIA | $56,949 | not reported in the loaded dataset |
| Prudential Retirement Insurance Ann | PLAN CUSTODIAN A RECORDKE | $34,672 | not reported in the loaded dataset |
| Watkins Uiberall, Pllc | AUDITOR | $5,500 | not reported in the loaded dataset |