Indiana Internal Medicine Consultants Profit Sharing Plan — Form 5500 plan (Indiana Internal Medicine Consultants, Pc)
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, Indiana Internal Medicine Consultants Profit Sharing Plan is a benefit plan reported by Indiana Internal Medicine Consultants, Pc under EIN 35-1346266 and plan number 003. The latest loaded filing year is 2023. The filing reports 268 participants and $77,940,709 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Indiana Internal Medicine Consultants, Pc
- EIN
- 35-1346266
- Plan number
- 003
- Plan type
- 2
- Location
- Greenwood, IN
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $77,940,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20241015133437NAL0014731219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,940,709
- Total liabilities (EOY)
- $32
- Net assets (EOY)
- $77,940,677
- Net assets (BOY)
- $62,835,150
Income & contributions
- Employer contributions
- $3,464,728
- Participant contributions
- $2,378,091
- Total contributions
- $5,929,528
- Total income / additions
- $16,371,840
Expenses & distributions
- Benefits paid
- $1,123,865
- Administrative expenses
- $142,448
- Total expenses
- $1,266,313
- Net increase / (decrease)
- $15,105,527
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $56,972 | $0 | 2023 |
| Raymond James & Associates,Inc. | INVESTMENT ADVISOR | $48,000 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | AUDITOR | $19,845 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,723 | not reported in the loaded dataset | 2023 |
| Benefits Plan Plus LLC | THIRD PARTY ADMIN | $4,351 | $10,000 | 2023 |
| Gwfs Equities Inc | OTHER | $4,053 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Indiana Internal Medicine Consultants, Pc
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Greenwood, IN
- Empower Annuity Insurance Co — Schedule C compensation
- Raymond James & Associates,Inc. — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Benefits Plan Plus LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation