Medical Group Management Association 401(K) Plan — Form 5500 plan (Mgma-Acmpe)
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, Medical Group Management Association 401(K) Plan is a benefit plan reported by Mgma-Acmpe under EIN 45-2766110 and plan number 003. The latest loaded filing year is 2023. The filing reports 192 participants and $26,619,271 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mgma-Acmpe
- EIN
- 45-2766110
- Plan number
- 003
- Plan type
- 2
- Location
- Englewood, CO
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $26,619,271
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20240530110036NAL0006876067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,619,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,619,271
- Net assets (BOY)
- $21,277,525
Income & contributions
- Employer contributions
- $1,140,181
- Participant contributions
- $1,152,769
- Total contributions
- $2,392,948
- Total income / additions
- $6,450,289
Expenses & distributions
- Benefits paid
- $1,039,349
- Administrative expenses
- $69,194
- Total expenses
- $1,108,543
- Net increase / (decrease)
- $5,341,746
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ima Wealth Inc | ADVISOR | $45,996 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $23,198 | not reported in the loaded dataset | 2023 |