Monroe Plan For Medical Care, Inc. 401(K) Retirement Plan — Form 5500 plan (Monroe Plan For Medical Care, Inc.)
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, Monroe Plan For Medical Care, Inc. 401(K) Retirement Plan is a benefit plan reported by Monroe Plan For Medical Care, Inc. under EIN 16-0973194 and plan number 002. The latest loaded filing year is 2023. The filing reports 299 participants and $24,102,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monroe Plan For Medical Care, Inc.
- EIN
- 16-0973194
- Plan number
- 002
- Plan type
- 2
- Location
- Pittsford, NY
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $24,102,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20240910123624NAL0009731728001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,102,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,102,068
- Net assets (BOY)
- $24,202,443
Income & contributions
- Employer contributions
- $813,201
- Participant contributions
- $805,759
- Total contributions
- $1,796,050
- Total income / additions
- $5,044,637
Expenses & distributions
- Benefits paid
- $5,123,754
- Administrative expenses
- $4,276
- Total expenses
- $5,145,012
- Net increase / (decrease)
- -$100,375
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | INVESTMENT ADVISOR | $36,021 | not reported in the loaded dataset | 2023 |
| Lifetime Benefit Solutions | TPA | $0 | $12,007 | 2023 |
| Empower Life & Annnuity Insurance | SERVICE PROVIDER | $3,796 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Monroe Plan For Medical Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Pittsford, NY
- Commonwealth Financial Network — Schedule C compensation
- Lifetime Benefit Solutions — Schedule C compensation
- Empower Life & Annnuity Insurance — Schedule C compensation