Medcare South 401(K) Plan — Form 5500 plan (Medcare South, LLC)
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, Medcare South 401(K) Plan is a benefit plan reported by Medcare South, LLC under EIN 20-1353960 and plan number 001. The latest loaded filing year is 2023. The filing reports 462 participants and $15,303,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medcare South, LLC
- EIN
- 20-1353960
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 462
- End-of-year plan assets
- $15,303,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 462 | H, C | 20241010142309NAL0020312593003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,303,727
- Total liabilities (EOY)
- $28,484
- Net assets (EOY)
- $15,275,243
- Net assets (BOY)
- $14,396,653
Income & contributions
- Participant contributions
- $399,880
- Total contributions
- $452,184
- Total income / additions
- $2,660,513
Expenses & distributions
- Benefits paid
- $1,634,176
- Administrative expenses
- $111,632
- Total expenses
- $1,781,923
- Net increase / (decrease)
- $878,590
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $59,011 | $0 | 2023 |
| Pensionmark Financial Group | INVESTMENT ADVISOR | $36,371 | not reported in the loaded dataset | 2023 |
| Windham Brannon LLC | AUDITOR | $16,250 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medcare South, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Transamerica Retirement Solutions — Schedule C compensation
- Pensionmark Financial Group — Schedule C compensation
- Windham Brannon LLC — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation