2023 Form 5500 filing — Proactive Md Management Services 401(K) Profit Sharing Plan And 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 20241015112340NAL0028187745001) for Proactive Md Management Services 401(K) Profit Sharing Plan And Trust, reported by Proactive Md Management Services, LLC under EIN 81-0960095 and plan number 001. It reports 426 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112340NAL0028187745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Proactive Md Management Services, LLC
- EIN
- 81-0960095
- Plan number
- 001
- Location
- Simpsonville, SC
- Participants
- 426
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,844,759
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,844,759
- Employer contributions
- $661,619
- Participant contributions
- $1,510,288
- Total income / additions
- $3,376,286
- Benefits paid
- $537,675
- Administrative expenses
- $46,392
- Total expenses
- $584,850
- Net increase / (decrease)
- $2,791,436
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $27,468 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | NONE | $18,924 | not reported in the loaded dataset |