2023 Form 5500 filing — Indiana Internal Medicine Consultants 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 20241015133437NAL0014731219001) for Indiana Internal Medicine Consultants Profit Sharing Plan, reported by Indiana Internal Medicine Consultants, Pc under EIN 35-1346266 and plan number 003. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133437NAL0014731219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indiana Internal Medicine Consultants, Pc
- EIN
- 35-1346266
- Plan number
- 003
- Location
- Greenwood, IN
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,940,709
- Total liabilities (EOY)
- $32
- Net assets (EOY)
- $77,940,677
- Employer contributions
- $3,464,728
- Participant contributions
- $2,378,091
- Total income / additions
- $16,371,840
- Benefits paid
- $1,123,865
- Administrative expenses
- $142,448
- Total expenses
- $1,266,313
- Net increase / (decrease)
- $15,105,527
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $56,972 | $0 |
| Raymond James & Associates,Inc. | INVESTMENT ADVISOR | $48,000 | not reported in the loaded dataset |
| Rsm Us Llp | AUDITOR | $19,845 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,723 | not reported in the loaded dataset |
| Benefits Plan Plus LLC | THIRD PARTY ADMIN | $4,351 | $10,000 |
| Gwfs Equities Inc | OTHER | $4,053 | $0 |