Providence Medical Group, Inc. Retirement Plan — Form 5500 plan (Providence Medical Group, 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, Providence Medical Group, Inc. Retirement Plan is a benefit plan reported by Providence Medical Group, Inc. under EIN 42-1534506 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $15,943,806 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.9MPlan net assets, end of year$15,943,806
Participants218Covered participants reported
Assets / participant$73.1KComputed: assets ÷ participants$73,137 (computed)
Provider compensation$62.6K4 Schedule C provider row(s)$62,573
- Plan sponsor
- Providence Medical Group, Inc.
- EIN
- 42-1534506
- Plan number
- 001
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20241015134919NAL0029845617001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$15.9M total assets
Net assets$15.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,943,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,943,806
- Net assets (BOY)
- $16,012,663
Income & contributions
- Employer contributions
- $257,007
- Participant contributions
- $516,238
- Total contributions
- $773,245
- Total income / additions
- $2,839,191
Expenses & distributions
- Benefits paid
- $2,842,611
- Administrative expenses
- $61,270
- Total expenses
- $2,908,048
- Net increase / (decrease)
- -$68,857
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income100%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | ADVISOR | $38,465 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,365 | $0 | 2023 |
| Pension Corporation Of America | NONE | $8,342 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $401 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Providence Medical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Pension Corporation Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation