2023 Form 5500 filing — Marietta Health Care Physicians, Inc. 403(B) 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 20241015172459NAL0058937442001) for Marietta Health Care Physicians, Inc. 403(B) Plan, reported by Marietta Health Care Physicians, Inc. under EIN 31-1375125 and plan number 005. It reports 395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172459NAL0058937442001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marietta Health Care Physicians, Inc.
- EIN
- 31-1375125
- Plan number
- 005
- Location
- Marietta, OH
- Participants
- 395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,050,425
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,050,425
- Employer contributions
- $792,332
- Participant contributions
- $5,059,373
- Total income / additions
- $15,797,526
- Benefits paid
- $3,858,603
- Administrative expenses
- $281,122
- Total expenses
- $4,139,725
- Net increase / (decrease)
- $11,657,801
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | SERVICE PROVIDER | $210,773 | $0 |
| Raymond James & Associates Inc | FINANCIAL ADVISOR | $46,366 | not reported in the loaded dataset |
| Latitude Service Company, Inc. | TPA | $3,240 | $28,988 |
| Fiduciary Wise, LLC | FINANCIAL ADVISOR | $20,744 | not reported in the loaded dataset |