Jefferson City Medical Group, P. C. Profit Sharing Plan — Form 5500 plan (Jefferson City Medical Group, P.C.)
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, Jefferson City Medical Group, P. C. Profit Sharing Plan is a benefit plan reported by Jefferson City Medical Group, P.C. under EIN 43-0954586 and plan number 001. The latest loaded filing year is 2023. The filing reports 768 participants and $100,193,180 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jefferson City Medical Group, P.C.
- EIN
- 43-0954586
- Plan number
- 001
- Plan type
- 2
- Location
- Jefferson City, MO
- Latest filing year
- 2023
- Participants
- 768
- End-of-year plan assets
- $100,193,180
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 768 | H, C | 20241014162027NAL0013612051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,193,180
- Total liabilities (EOY)
- $5,834
- Net assets (EOY)
- $100,187,346
- Net assets (BOY)
- $89,745,243
Income & contributions
- Employer contributions
- $3,245,372
- Participant contributions
- $3,186,575
- Total contributions
- $6,673,916
- Total income / additions
- $22,350,232
Expenses & distributions
- Benefits paid
- $11,710,302
- Administrative expenses
- $197,827
- Total expenses
- $11,908,129
- Net increase / (decrease)
- $10,442,103
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $130,360 | not reported in the loaded dataset | 2023 |
| Moneta Group LLC | NONE | $67,467 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $25,403 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jefferson City Medical Group, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Jefferson City, MO
- Epic Retirement Plan Services — Schedule C compensation
- Moneta Group LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation