2023 Form 5500 filing — Pottstown Medical Specialists, Inc Profit Sharing 401k 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 20241017105904NAL0018414931001) for Pottstown Medical Specialists, Inc Profit Sharing 401k Plan, reported by Pottstown Medical Specialists, Inc under EIN 23-2067171 and plan number 002. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017105904NAL0018414931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pottstown Medical Specialists, Inc
- EIN
- 23-2067171
- Plan number
- 002
- Location
- Pottstown, PA
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,287,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,287,323
- Employer contributions
- $466,361
- Participant contributions
- $731,600
- Total income / additions
- $4,597,794
- Benefits paid
- $1,198,746
- Administrative expenses
- $19,779
- Total expenses
- $1,217,357
- Net increase / (decrease)
- $3,380,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securities America Inc | NONE | $0 | $17,752 |
| Marion & Black, LLC | NONE | $14,880 | not reported in the loaded dataset |
| Prudential Retirement Insurance And | NONE | $4,800 | $0 |