Medworks, Inc. Retirement Savings Plan — Form 5500 plan (Medworks, 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, Medworks, Inc. Retirement Savings Plan is a benefit plan reported by Medworks, Inc. under EIN 35-2000863 and plan number 001. The latest loaded filing year is 2023. The filing reports 388 participants and $37,989,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medworks, Inc.
- EIN
- 35-2000863
- Plan number
- 001
- Plan type
- 2
- Location
- Shelbyville, IN
- Latest filing year
- 2023
- Participants
- 388
- End-of-year plan assets
- $37,989,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 388 | H, C | 20241014152753NAL0015208755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,989,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,989,921
- Net assets (BOY)
- $30,548,454
Income & contributions
- Employer contributions
- $1,265,937
- Participant contributions
- $1,417,985
- Total contributions
- $2,683,922
- Total income / additions
- $8,259,367
Expenses & distributions
- Benefits paid
- $759,228
- Administrative expenses
- $58,672
- Total expenses
- $817,900
- Net increase / (decrease)
- $7,441,467
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $35,001 | not reported in the loaded dataset | 2023 |
| Guidance Point | NONE | $8,393 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $6,966 | $667 | 2023 |
| Vestia Advisors | NONE | $5,649 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co. Inc. | NONE | $290 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medworks, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Shelbyville, IN
- Milliman, Inc. — Schedule C compensation
- Guidance Point — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Vestia Advisors — Schedule C compensation
- Charles Schwab & Co. Inc. — Schedule C compensation