Medic Management Group 401(K) Plan — Form 5500 plan (Medic Management 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, Medic Management Group 401(K) Plan is a benefit plan reported by Medic Management Group, LLC under EIN 34-1888432 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $5,831,153 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medic Management Group, LLC
EIN
34-1888432
Plan number
001
Plan type
2
Location
Beachwood, OH
Latest filing year
2023
Participants
130
End-of-year plan assets
$5,831,153

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20240924102242NAL0022689264001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,831,153
Total liabilities (EOY)
$6,663
Net assets (EOY)
$5,824,490
Net assets (BOY)
$4,681,597

Income & contributions

Employer contributions
$51,761
Participant contributions
$380,645
Total contributions
$480,320
Total income / additions
$1,302,314

Expenses & distributions

Benefits paid
$112,869
Administrative expenses
$46,552
Total expenses
$159,421
Net increase / (decrease)
$1,142,893

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ancora Retirement Plan AdvisorsADVISOR$24,349not reported in the loaded dataset2023
Fidelity InvestmentsRECORDKEEPER$21,188not reported in the loaded dataset2023

Related Form 5500 pages