2023 Form 5500 filing — Jefferson City Medical Group, P. C. Profit Sharing 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 20241014162027NAL0013612051001) for Jefferson City Medical Group, P. C. Profit Sharing Plan, reported by Jefferson City Medical Group, P.C. under EIN 43-0954586 and plan number 001. It reports 768 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162027NAL0013612051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jefferson City Medical Group, P.C.
- EIN
- 43-0954586
- Plan number
- 001
- Location
- Jefferson City, MO
- Participants
- 768
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,193,180
- Total liabilities (EOY)
- $5,834
- Net assets (EOY)
- $100,187,346
- Employer contributions
- $3,245,372
- Participant contributions
- $3,186,575
- Total income / additions
- $22,350,232
- Benefits paid
- $11,710,302
- Administrative expenses
- $197,827
- Total expenses
- $11,908,129
- Net increase / (decrease)
- $10,442,103
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $130,360 | not reported in the loaded dataset |
| Moneta Group LLC | NONE | $67,467 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $25,403 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |