Medpro Group 401(K) & Profit Sharing Plan — Form 5500 plan (Medpro Group)

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, Medpro Group 401(K) & Profit Sharing Plan is a benefit plan reported by Medpro Group under EIN 35-1620927 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,409 participants and $309,421,459 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medpro Group
EIN
35-1620927
Plan number
001
Plan type
2
Location
Fort Wayne, IN
Latest filing year
2023
Participants
1,409
End-of-year plan assets
$309,421,459

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,409H, C20241004162536NAL0012432865001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$309,421,459
Total liabilities (EOY)
$0
Net assets (EOY)
$309,421,459
Net assets (BOY)
$242,842,927

Income & contributions

Employer contributions
$12,207,772
Participant contributions
$11,655,932
Total contributions
$30,643,933
Total income / additions
$80,506,063

Expenses & distributions

Benefits paid
$13,722,152
Administrative expenses
$201,203
Total expenses
$13,927,531
Net increase / (decrease)
$66,578,532

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$115,863not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$85,340$02023

Related Form 5500 pages