Coffee Medical Group, LLC Dba Unity Medical Center 401(K) Plan — Form 5500 plan (Coffee Medical Group, 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, Coffee Medical Group, LLC Dba Unity Medical Center 401(K) Plan is a benefit plan reported by Coffee Medical Group, LLC under EIN 46-0485169 and plan number 101. The latest loaded filing year is 2023. The filing reports 240 participants and $2,977,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coffee Medical Group, LLC
- EIN
- 46-0485169
- Plan number
- 101
- Plan type
- 2
- Location
- Manchester, TN
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $2,977,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241213133603NAL0013714705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,977,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,977,323
- Net assets (BOY)
- $2,307,612
Income & contributions
- Employer contributions
- $263,737
- Participant contributions
- $463,854
- Total contributions
- $887,631
- Total income / additions
- $1,289,831
Expenses & distributions
- Benefits paid
- $615,532
- Administrative expenses
- $4,588
- Total expenses
- $620,120
- Net increase / (decrease)
- $669,711
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | NONE | $2,567 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $1,158 | 2023 |
| Tag Resources, LLC | NONE | $1,054 | $0 | 2023 |
| Milliman, Inc. | NONE | $967 | not reported in the loaded dataset | 2023 |
| Baird | NONE | $0 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coffee Medical Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Manchester, TN
- Transamerica Life Insurance Company — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Tag Resources, LLC — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Baird — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation