Plan5500

2023 Form 5500 filing — Medical Society Of Delaware 401(K) 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 20241015222724NAL0059919250001) for Medical Society Of Delaware 401(K) Profit Sharing Plan, reported by Medical Society Of Delaware under EIN 51-0061011 and plan number 333. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015222724NAL0059919250001
Filing year
2023
Form type
3
Plan sponsor
Medical Society Of Delaware
EIN
51-0061011
Plan number
333
Location
Newark, DE
Participants
262
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$18,028,799
Total liabilities (EOY)
$0
Net assets (EOY)
$18,028,799
Employer contributions
$617,266
Participant contributions
$967,233
Total income / additions
$4,130,570
Benefits paid
$763,659
Administrative expenses
$158,569
Total expenses
$925,112
Net increase / (decrease)
$3,205,458
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Ins CompanyRECORDKEEPER$141,818$0
Securian Financial Services Inc.OTHER$56,822not reported in the loaded dataset
Pinnacle Financial Services IncOTHER$40,502not reported in the loaded dataset
Cetera Investment AdvisersINVESTMENT ADVISOR$32,786not reported in the loaded dataset
Pinnacle Financial ServicesRECORDKEEPER$325$0
Transamerica Financial LifeRECORDKEEPER$3$0
Cetera Financial GroupBROKER$0not reported in the loaded dataset

Related Form 5500 pages