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, Tri-County Family Medicine, Inc. Retirement Plan is a benefit plan reported by Tri-County Family Medicine, Inc. under EIN 16-0997545 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $8,606,979 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,606,979
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,606,979
- Net assets (BOY)
- $7,243,231
Income & contributions
- Employer contributions
- $248,760
- Participant contributions
- $578,865
- Total contributions
- $893,960
- Total income / additions
- $2,012,134
Expenses & distributions
- Benefits paid
- $630,823
- Administrative expenses
- $17,563
- Total expenses
- $648,386
- Net increase / (decrease)
- $1,363,748