Millennium Physician Group 401(K) Plan & Trust — Form 5500 plan (Millennium Physician Group, 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, Millennium Physician Group 401(K) Plan & Trust is a benefit plan reported by Millennium Physician Group, LLC under EIN 26-2909414 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,925 participants and $158,586,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Millennium Physician Group, LLC
- EIN
- 26-2909414
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Myers, FL
- Latest filing year
- 2023
- Participants
- 3,925
- End-of-year plan assets
- $158,586,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,925 | H, C | 20240813093744NAL0010422577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $158,586,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $158,586,098
- Net assets (BOY)
- $123,729,259
Income & contributions
- Employer contributions
- $10,756,105
- Participant contributions
- $16,854,653
- Total contributions
- $34,258,381
- Total income / additions
- $51,550,269
Expenses & distributions
- Benefits paid
- $16,327,488
- Administrative expenses
- $370,438
- Total expenses
- $16,693,430
- Net increase / (decrease)
- $34,856,839
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $325,139 | $0 | 2023 |
| Millennium Physician | ACCOUNTANT | $6,534 | $35,516 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $38,765 | $235 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Millennium Physician Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers, FL
- Principal Life Insurance Company — Schedule C compensation
- Millennium Physician — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation