Maternal Fetal Medicine Associates, P.L.L.C. 401(K) Profit Sharing Plan — Form 5500 plan (Maternal Fetal Medicine Associates, P.L.L.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, Maternal Fetal Medicine Associates, P.L.L.C. 401(K) Profit Sharing Plan is a benefit plan reported by Maternal Fetal Medicine Associates, P.L.L.C. under EIN 20-2269647 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $15,048,114 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Maternal Fetal Medicine Associates, P.L.L.C.
EIN
20-2269647
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
139
End-of-year plan assets
$15,048,114

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241002102119NAL0014124096002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,048,114
Total liabilities (EOY)
$0
Net assets (EOY)
$15,048,114
Net assets (BOY)
$13,033,591

Income & contributions

Employer contributions
$586,763
Participant contributions
$721,943
Total contributions
$1,347,662
Total income / additions
$3,470,583

Expenses & distributions

Benefits paid
$1,453,839
Administrative expenses
$1,675
Total expenses
$1,456,060
Net increase / (decrease)
$2,014,523

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Penserv, Inc.TPA$0$8,0722023
MorningstarINVESTMENT ADVISORY$0$2,2482023

Related Form 5500 pages