Highland Medical Pc Retirement Savings Plan — Form 5500 plan (Highland Medical Pc)
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, Highland Medical Pc Retirement Savings Plan is a benefit plan reported by Highland Medical Pc under EIN 13-4034481 and plan number 004. The latest loaded filing year is 2023. The filing reports 279 participants and $22,380,305 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Highland Medical Pc
- EIN
- 13-4034481
- Plan number
- 004
- Plan type
- 2
- Location
- Nyack, NY
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $22,380,305
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20241011093113NAL0043812418001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,380,305
- Net assets (EOY)
- $22,380,305
- Net assets (BOY)
- $18,513,489
Income & contributions
- Employer contributions
- $947,306
- Participant contributions
- $1,489,961
- Total contributions
- $2,437,267
- Total income / additions
- $5,361,815
Expenses & distributions
- Benefits paid
- $1,459,020
- Administrative expenses
- $34,942
- Total expenses
- $1,494,999
- Net increase / (decrease)
- $3,866,816
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $24,942 | $0 | 2023 |
| Raymond James & Associates, Inc. | ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Highland Medical Pc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Nyack, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Raymond James & Associates, Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation