Healthmark Medical Group, LLC Dba Healthmark Group, LLC 401(K) P/S Plan — Form 5500 plan (Healthmark Medical Group, LLC Dba Healthmark 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, Healthmark Medical Group, LLC Dba Healthmark Group, LLC 401(K) P/S Plan is a benefit plan reported by Healthmark Medical Group, LLC Dba Healthmark Group, LLC under EIN 36-4581087 and plan number 001. The latest loaded filing year is 2023. The filing reports 470 participants and $4,970,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Healthmark Medical Group, LLC Dba Healthmark Group, LLC
- EIN
- 36-4581087
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 470
- End-of-year plan assets
- $4,970,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 470 | H, C | 20241014100458NAL0045561744002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,970,618
- Net assets (EOY)
- $4,970,618
- Net assets (BOY)
- $2,745,086
Income & contributions
- Employer contributions
- $362,408
- Participant contributions
- $702,986
- Total contributions
- $1,126,238
- Total income / additions
- $1,810,300
Expenses & distributions
- Benefits paid
- $180,722
- Administrative expenses
- $25,531
- Total expenses
- $206,253
- Net increase / (decrease)
- $1,604,047
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Securities, Inc. | BROKER | $0 | $35,376 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $17,740 | $0 | 2023 |
| Pai | TPA | $7,282 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Healthmark Medical Group, LLC Dba Healthmark Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Usi Securities, Inc. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Pai — Schedule C compensation