Plan5500

Direct Urgent Care, Inc. 401(K) Plan — Form 5500 plan (Direct Urgent Care, 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, Direct Urgent Care, Inc. 401(K) Plan is a benefit plan reported by Direct Urgent Care, Inc. under EIN 45-4298417 and plan number 001. The latest loaded filing year is 2023. The filing reports 34 participants and $4,071,304 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Direct Urgent Care, Inc.
EIN
45-4298417
Plan number
001
Plan type
2
Location
Oakland, CA
Latest filing year
2023
Participants
34
End-of-year plan assets
$4,071,304

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202334I, C20240118215007NAL0002676371001
202337I, C20240118215210NAL0002764659001
20232,961I, C20241015175624NAL0050789104001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$4,071,304
Net assets (EOY)
$4,071,304
Net assets (BOY)
$848,067

Income & contributions

Employer contributions
$716,607
Participant contributions
$1,579,563
Total income / additions
$3,478,065

Expenses & distributions

Benefits paid
$255,711
Total expenses
$272,232
Net increase / (decrease)
$3,205,833

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Leading Retirement SolutionsRECORDKEEPER$131,710not reported in the loaded dataset2023
Mid Atlantic Trust CompanyCUSTODIAN$17,948not reported in the loaded dataset2023

Related Form 5500 pages