Marietta Health Care Physicians, Inc. 403(B) Plan — Form 5500 plan (Marietta Health Care Physicians, Inc.)
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, Marietta Health Care Physicians, Inc. 403(B) Plan is a benefit plan reported by Marietta Health Care Physicians, Inc. under EIN 31-1375125 and plan number 005. The latest loaded filing year is 2023. The filing reports 395 participants and $64,050,425 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marietta Health Care Physicians, Inc.
- EIN
- 31-1375125
- Plan number
- 005
- Plan type
- 2
- Location
- Marietta, OH
- Latest filing year
- 2023
- Participants
- 395
- End-of-year plan assets
- $64,050,425
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 395 | H, C | 20241015172459NAL0058937442001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,050,425
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,050,425
- Net assets (BOY)
- $52,277,392
Income & contributions
- Employer contributions
- $792,332
- Participant contributions
- $5,059,373
- Total contributions
- $6,067,439
- Total income / additions
- $15,797,526
Expenses & distributions
- Benefits paid
- $3,858,603
- Administrative expenses
- $281,122
- Total expenses
- $4,139,725
- Net increase / (decrease)
- $11,657,801
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | SERVICE PROVIDER | $210,773 | $0 | 2023 |
| Raymond James & Associates Inc | FINANCIAL ADVISOR | $46,366 | not reported in the loaded dataset | 2023 |
| Latitude Service Company, Inc. | TPA | $3,240 | $28,988 | 2023 |
| Fiduciary Wise, LLC | FINANCIAL ADVISOR | $20,744 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marietta Health Care Physicians, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Marietta, OH
- Nationwide — Schedule C compensation
- Raymond James & Associates Inc — Schedule C compensation
- Latitude Service Company, Inc. — Schedule C compensation
- Fiduciary Wise, LLC — Schedule C compensation