Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan — Form 5500 plan (Madison Medical Affiliates, 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, Madison Medical Affiliates, Inc. Employees' Balanced Profit Sharing Plan is a benefit plan reported by Madison Medical Affiliates, Inc. under EIN 39-1855720 and plan number 001. The latest loaded filing year is 2023. The filing reports 546 participants and $84,923,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Madison Medical Affiliates, Inc.
- EIN
- 39-1855720
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 546
- End-of-year plan assets
- $84,923,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 546 | H, C | 20250912100936NAL0003381666001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,923,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,923,975
- Net assets (BOY)
- $66,064,152
Income & contributions
- Employer contributions
- $3,077,657
- Participant contributions
- $2,236,251
- Total contributions
- $5,516,846
- Total income / additions
- $21,177,876
Expenses & distributions
- Benefits paid
- $2,210,112
- Administrative expenses
- $107,941
- Total expenses
- $2,318,053
- Net increase / (decrease)
- $18,859,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $69,704 | not reported in the loaded dataset | 2023 |
| Robert W. Baird & Co. Incorporated | NONE | $38,237 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Madison Medical Affiliates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Oneamerica Retirement Services LLC — Schedule C compensation
- Robert W. Baird & Co. Incorporated — Schedule C compensation
- Matrix Trust Company — Schedule C compensation