Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan — Form 5500 plan (Medf Physicians Corp.)
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, Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan is a benefit plan reported by Medf Physicians Corp. under EIN 34-1957399 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $10,228,134 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medf Physicians Corp.
- EIN
- 34-1957399
- Plan number
- 001
- Plan type
- 2
- Location
- Coldwater, OH
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $10,228,134
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241014075406NAL0014619507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,228,134
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,228,134
- Net assets (BOY)
- $7,417,187
Income & contributions
- Employer contributions
- $51,187
- Participant contributions
- $1,104,083
- Total contributions
- $1,234,489
- Total income / additions
- $2,951,784
Expenses & distributions
- Benefits paid
- $133,342
- Administrative expenses
- $7,495
- Total expenses
- $140,837
- Net increase / (decrease)
- $2,810,947
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $452 | $40,214 | 2023 |