Mercer Bucks Cardiology 401(K) Plan — Form 5500 plan (Mercer Bucks Cardiology, Pa)

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, Mercer Bucks Cardiology 401(K) Plan is a benefit plan reported by Mercer Bucks Cardiology, Pa under EIN 22-3505477 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mercer Bucks Cardiology, Pa
EIN
22-3505477
Plan number
001
Plan type
2
Location
Newtown, PA
Latest filing year
2023
Participants
169
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20241203143441NAL0002795009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$30,081,308

Income & contributions

Total contributions
$0
Total income / additions
$1,494,450

Expenses & distributions

Benefits paid
$31,558,358
Administrative expenses
$17,400
Total expenses
$31,575,758
Net increase / (decrease)
-$30,081,308

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Red Bank Pension Services, Inc.TPA$0$5,0522023
MorningstarSERVICE PROVIDER$0$4292023

Related Form 5500 pages