Prima Care, P. C. Profit Sharing Plan — Form 5500 plan (Prima Care, P.C.)

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, Prima Care, P. C. Profit Sharing Plan is a benefit plan reported by Prima Care, P.C. under EIN 04-3286529 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,022 participants and $75,236,100 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Prima Care, P.C.
EIN
04-3286529
Plan number
001
Plan type
2
Location
Fall River, MA
Latest filing year
2023
Participants
1,022
End-of-year plan assets
$75,236,100

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,022H, C20241011152027NAL0011110611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,236,100
Total liabilities (EOY)
$0
Net assets (EOY)
$75,236,100
Net assets (BOY)
$61,881,748

Income & contributions

Employer contributions
$1,656,738
Participant contributions
$3,688,722
Total contributions
$7,114,903
Total income / additions
$18,023,271

Expenses & distributions

Benefits paid
$4,318,627
Administrative expenses
$350,292
Total expenses
$4,668,919
Net increase / (decrease)
$13,354,352

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Plimoth Investment AdvisorsNONE$202,951not reported in the loaded dataset2023
Epic Retirement Plan ServicesNONE$147,341$02023

Related Form 5500 pages