2023 Form 5500 filing — Dickson Medical Associates 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 20241210084447NAL0007410579001) for Dickson Medical Associates Profit Sharing Plan, reported by Dickson Medical Associates P.C. under EIN 62-0811691 and plan number 002. It reports 552 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241210084447NAL0007410579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dickson Medical Associates P.C.
- EIN
- 62-0811691
- Plan number
- 002
- Location
- Dickson, TN
- Participants
- 552
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,310,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,310,156
- Employer contributions
- $1,548,089
- Participant contributions
- $947,814
- Total income / additions
- $6,034,807
- Benefits paid
- $1,469,242
- Administrative expenses
- $109,522
- Total expenses
- $1,578,764
- Net increase / (decrease)
- $4,456,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stratos Wealth Advisors | NONE | $64,773 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $50,254 | $569 |