2023 Form 5500 filing — Mercer Bucks Cardiology 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 20241203143441NAL0002795009001) for Mercer Bucks Cardiology 401(K) Plan, reported by Mercer Bucks Cardiology, Pa under EIN 22-3505477 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241203143441NAL0002795009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mercer Bucks Cardiology, Pa
- EIN
- 22-3505477
- Plan number
- 001
- Location
- Newtown, PA
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $1,494,450
- Benefits paid
- $31,558,358
- Administrative expenses
- $17,400
- Total expenses
- $31,575,758
- Net increase / (decrease)
- -$30,081,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Red Bank Pension Services, Inc. | TPA | $0 | $5,052 |
| Morningstar | SERVICE PROVIDER | $0 | $429 |