Quincy Medical Group Retirement Trust — Form 5500 plan (Quincy Physicians & Surgeons Clinic S.C. D/B/A Quincy Medical 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, Quincy Medical Group Retirement Trust is a benefit plan reported by Quincy Physicians & Surgeons Clinic S.C. D/B/A Quincy Medical Group under EIN 37-1206525 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,126 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Quincy Physicians & Surgeons Clinic S.C. D/B/A Quincy Medical Group
- EIN
- 37-1206525
- Plan number
- 001
- Plan type
- 2
- Location
- Quincy, IL
- Latest filing year
- 2023
- Participants
- 1,126
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,126 | H, C | 20240118161444NAL0007865202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $157,797,562
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,846,313
- Total contributions
- $1,846,313
- Total income / additions
- $11,381,810
Expenses & distributions
- Benefits paid
- $4,497,015
- Administrative expenses
- $87,129
- Total expenses
- $4,599,746
- Net increase / (decrease)
- $6,782,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cwm, LLC | ADVISOR | $10,320 | not reported in the loaded dataset | 2023 |
| Ipi Wealth Management Inc | ADVISOR | $0 | not reported in the loaded dataset | 2023 |
| Cambridge Invts Research Inc | ADVISOR | $0 | not reported in the loaded dataset | 2023 |
| Td Ameritrade | BROKERAGE SERVICES | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Quincy Physicians & Surgeons Clinic S.C. D/B/A Quincy Medical Group
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Quincy, IL
- Cwm, LLC — Schedule C compensation
- Ipi Wealth Management Inc — Schedule C compensation
- Cambridge Invts Research Inc — Schedule C compensation
- Td Ameritrade — Schedule C compensation