2023 Form 5500 filing — Madison Medical Affiliates, Inc. Employees' Balanced 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 20250912100936NAL0003381666001) for Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan, reported by Madison Medical Affiliates, Inc. under EIN 39-1855720 and plan number 001. It reports 546 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250912100936NAL0003381666001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Madison Medical Affiliates, Inc.
- EIN
- 39-1855720
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 546
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,923,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,923,975
- Employer contributions
- $3,077,657
- Participant contributions
- $2,236,251
- Total income / additions
- $21,177,876
- Benefits paid
- $2,210,112
- Administrative expenses
- $107,941
- Total expenses
- $2,318,053
- Net increase / (decrease)
- $18,859,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $69,704 | not reported in the loaded dataset |
| Robert W. Baird & Co. Incorporated | NONE | $38,237 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |