2023 Form 5500 filing — Medical Care 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 20241015150228NAL0030080801001) for Medical Care 401(K) Plan, reported by Medical Care, Pllc under EIN 26-3961750 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.5MReported net assets$7,522,053
Participants195
Provider compensation$21.9K3 Schedule C row(s)$21,872
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015150228NAL0030080801001
- Plan sponsor
- Medical Care, Pllc
- EIN
- 26-3961750
- Plan number
- 001
- Location
- Elizabethton, TN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.5M total assets
Net assets$7.5MLiabilities$7.2K
Full reported line items
- Total assets (EOY)
- $7,529,297
- Total liabilities (EOY)
- $7,244
- Net assets (EOY)
- $7,522,053
- Employer contributions
- $334,480
- Participant contributions
- $737,931
- Total income / additions
- $2,154,824
- Benefits paid
- $433,368
- Administrative expenses
- $51,443
- Total expenses
- $484,811
- Net increase / (decrease)
- $1,670,013
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Co, Lp | RIA | $19,708 | not reported in the loaded dataset |
| Wilshire Associates Inc Usa | RIA | $1,314 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $850 | not reported in the loaded dataset |