2023 Form 5500 filing — Boulder Medical Center, P.C. Savings & 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 20241015155114NAL0015009843001) for Boulder Medical Center, P.C. Savings & Profit Sharing Plan, reported by Boulder Medical Center, P.C. under EIN 84-0834835 and plan number 001. It reports 434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015155114NAL0015009843001
Filing year
2023
Form type
2
Plan sponsor
Boulder Medical Center, P.C.
EIN
84-0834835
Plan number
001
Location
Boulder, CO
Participants
434
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$67,174,298
Net assets (EOY)
$67,174,298
Employer contributions
$1,854,593
Participant contributions
$1,828,724
Total income / additions
$13,285,831
Benefits paid
$3,231,117
Administrative expenses
$45,893
Total expenses
$3,277,010
Net increase / (decrease)
$10,008,821
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Investment Management AssociatNONE$20,011not reported in the loaded dataset
Fisher InvestmentsNONE$16,501not reported in the loaded dataset
Charles Schwab & Co., IncNONE$391$0

Related Form 5500 pages