Mhlmp, P.C. 401k Plan — Form 5500 plan (Meeting House Lane Medical Practice, P.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, Mhlmp, P.C. 401k Plan is a benefit plan reported by Meeting House Lane Medical Practice, P.C. under EIN 20-8853938 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $5,858,598 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meeting House Lane Medical Practice, P.C.
- EIN
- 20-8853938
- Plan number
- 001
- Plan type
- 2
- Location
- Southampton, NY
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $5,858,598
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20241015142717NAL0029973121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,858,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,858,598
- Net assets (BOY)
- $5,177,921
Income & contributions
- Employer contributions
- $332,206
- Participant contributions
- $748,441
- Total contributions
- $1,101,340
- Total income / additions
- $1,986,023
Expenses & distributions
- Benefits paid
- $1,278,260
- Administrative expenses
- $27,086
- Total expenses
- $1,305,346
- Net increase / (decrease)
- $680,677
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| B Riley Wealth Management | INVESTMENT ADVISOR | $25,836 | not reported in the loaded dataset | 2023 |
| Pennsylvania Pension Planners, Inc. | TPA | $825 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $650 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Meeting House Lane Medical Practice, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Southampton, NY
- B Riley Wealth Management — Schedule C compensation
- Pennsylvania Pension Planners, Inc. — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation