Hart Medical Equipment 401(K) Plan — Form 5500 plan (Irb Medical Equipment LLC Dba Hart Medical Equipment 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, Hart Medical Equipment 401(K) Plan is a benefit plan reported by Irb Medical Equipment LLC Dba Hart Medical Equipment LLC under EIN 41-2176000 and plan number 001. The latest loaded filing year is 2023. The filing reports 423 participants and $3,004,973 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Irb Medical Equipment LLC Dba Hart Medical Equipment LLC
- EIN
- 41-2176000
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Blanc, MI
- Latest filing year
- 2023
- Participants
- 423
- End-of-year plan assets
- $3,004,973
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 423 | H, C | 20240930140759NAL0010304048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,004,973
- Total liabilities (EOY)
- $13,862
- Net assets (EOY)
- $2,991,111
- Net assets (BOY)
- $2,160,991
Income & contributions
- Employer contributions
- $140,645
- Participant contributions
- $449,783
- Total contributions
- $741,539
- Total income / additions
- $1,115,192
Expenses & distributions
- Benefits paid
- $247,056
- Administrative expenses
- $26,140
- Total expenses
- $285,072
- Net increase / (decrease)
- $830,120
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,139 | $0 | 2023 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $12,606 | 2023 |