Intermed, P.A. 401(K) & Profit Sharing Plan — Form 5500 plan (Intermed, P A)

Plain-English plan 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, Intermed, P.A. 401(K) & Profit Sharing Plan is a benefit plan reported by Intermed, P A under EIN 01-0484903 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,272 participants and $146,383,453 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Intermed, P A
EIN
01-0484903
Plan number
001
Plan type
2
Location
South Portland, ME
Latest filing year
2023
Participants
1,272
End-of-year plan assets
$146,383,453

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,272H, C20240626041409NAL0017484434001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$146,383,453
Total liabilities (EOY)
$0
Net assets (EOY)
$146,383,453
Net assets (BOY)
$122,051,240

Income & contributions

Employer contributions
$4,830,315
Participant contributions
$6,650,949
Total contributions
$13,331,689
Total income / additions
$36,858,103

Expenses & distributions

Benefits paid
$12,519,410
Administrative expenses
$6,480
Total expenses
$12,525,890
Net increase / (decrease)
$24,332,213

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$12,754not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$6,254$02023

Related Form 5500 pages