Integrated Medical Group, P.C. Ret. Plan — Form 5500 plan (Integrated Medical Group, 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, Integrated Medical Group, P.C. Ret. Plan is a benefit plan reported by Integrated Medical Group, P.C. under EIN 23-2867417 and plan number 001. The latest loaded filing year is 2023. The filing reports 397 participants and $63,916,510 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Integrated Medical Group, P.C.
EIN
23-2867417
Plan number
001
Plan type
2
Location
Pottsville, PA
Latest filing year
2023
Participants
397
End-of-year plan assets
$63,916,510

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023397H, C20240927133216NAL0002164625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,916,510
Total liabilities (EOY)
$0
Net assets (EOY)
$63,916,510
Net assets (BOY)
$56,027,632

Income & contributions

Employer contributions
$1,586,474
Participant contributions
$1,301,670
Total contributions
$2,942,837
Total income / additions
$13,860,399

Expenses & distributions

Benefits paid
$5,943,866
Administrative expenses
$27,655
Total expenses
$5,971,521
Net increase / (decrease)
$7,888,878

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jones & CoNONE$21,000not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$6,655$02023

Related Form 5500 pages