Medlogix 401(K) Plan — Form 5500 plan (Medlogix, 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, Medlogix 401(K) Plan is a benefit plan reported by Medlogix, LLC under EIN 23-2649288 and plan number 001. The latest loaded filing year is 2023. The filing reports 351 participants and $24,739,708 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medlogix, LLC
EIN
23-2649288
Plan number
001
Plan type
2
Location
Lansdale, PA
Latest filing year
2023
Participants
351
End-of-year plan assets
$24,739,708

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023351H, C20241015150259NAL0030083697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,739,708
Total liabilities (EOY)
$0
Net assets (EOY)
$24,739,708
Net assets (BOY)
$21,104,484

Income & contributions

Employer contributions
$432,576
Participant contributions
$1,378,306
Total contributions
$1,929,820
Total income / additions
$5,316,898

Expenses & distributions

Benefits paid
$1,676,448
Administrative expenses
$2,427
Total expenses
$1,681,674
Net increase / (decrease)
$3,635,224

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment ResearchADVISOR$0$54,4632023
Fidelity Investments InstitutionalRECORDKEEPER$2,427$02023

Related Form 5500 pages