The Plastic Surgery Center, Pa Safe Harbor Pension Plan — Form 5500 plan (Jot Management LLC D/B/A Sycamore Medical Management)
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, The Plastic Surgery Center, Pa Safe Harbor Pension Plan is a benefit plan reported by Jot Management LLC D/B/A Sycamore Medical Management under EIN 22-2052641 and plan number 001. The latest loaded filing year is 2023. The filing reports 383 participants and $22,302,675 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jot Management LLC D/B/A Sycamore Medical Management
- EIN
- 22-2052641
- Plan number
- 001
- Plan type
- 2
- Location
- Shrewsbury, NJ
- Latest filing year
- 2023
- Participants
- 383
- End-of-year plan assets
- $22,302,675
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 383 | H, C | 20241015145810NAL0030061361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,302,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,302,675
- Net assets (BOY)
- $15,378,723
Income & contributions
- Employer contributions
- $1,614,512
- Participant contributions
- $1,297,571
- Total contributions
- $3,075,472
- Total income / additions
- $7,250,354
Expenses & distributions
- Benefits paid
- $247,650
- Administrative expenses
- $77,994
- Total expenses
- $326,402
- Net increase / (decrease)
- $6,923,952
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Life Insurance Co | INVESTMENTS, RECORDKEEP | $41,487 | $7,534 | 2023 |
| The Waterford Group, LLC | INVESTMENTS | $34,683 | not reported in the loaded dataset | 2023 |
| Pfp-Nj Inc | CONTRACT ADMINISTRATOR | $1,840 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jot Management LLC D/B/A Sycamore Medical Management
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Shrewsbury, NJ
- Nationwide Life Insurance Co — Schedule C compensation
- The Waterford Group, LLC — Schedule C compensation
- Pfp-Nj Inc — Schedule C compensation