2023 Form 5500 filing — 403(B) Thrift Plan Of Primary Care Coalition Of Montgomery County Md Inc
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 20250211131410NAL0019030801001) for 403(B) Thrift Plan Of Primary Care Coalition Of Montgomery County Md Inc, reported by Montgomery County, Md, Inc under EIN 52-1847976 and plan number 001. It reports 110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250211131410NAL0019030801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Montgomery County, Md, Inc
- EIN
- 52-1847976
- Plan number
- 001
- Location
- Silver Spring, MD
- Participants
- 110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,639,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,639,468
- Employer contributions
- $167,026
- Participant contributions
- $306,339
- Total income / additions
- $1,322,511
- Benefits paid
- $281,520
- Administrative expenses
- $36,347
- Total expenses
- $317,867
- Net increase / (decrease)
- $1,004,644
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Securities Inc | BROKER/DEALER | $0 | $29,239 |
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $4,254 | $0 |