2023 Form 5500 filing — Physicians' Medical Center, P.C. 401(K) Profit Sharing Plan & Trust
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 20241010145716NAL0021291105002) for Physicians' Medical Center, P.C. 401(K) Profit Sharing Plan & Trust, reported by Physicians' Medical Center, P.C. under EIN 93-0604944 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010145716NAL0021291105002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Physicians' Medical Center, P.C.
- EIN
- 93-0604944
- Plan number
- 001
- Location
- Mcminnville, OR
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,073,889
- Net assets (EOY)
- $17,073,889
- Employer contributions
- $599,370
- Participant contributions
- $665,070
- Total income / additions
- $3,765,875
- Benefits paid
- $2,739,194
- Administrative expenses
- $6,683
- Total expenses
- $2,745,877
- Net increase / (decrease)
- $1,019,998
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Premier Retirement Services, Inc. | not reported in the loaded dataset | not reported in the loaded dataset | $8,119 |
| Cetera Advisor Networks, LLC | not reported in the loaded dataset | not reported in the loaded dataset | $6,875 |
| Cetera Investment Advisers LLC | not reported in the loaded dataset | not reported in the loaded dataset | $5,208 |