Medbridge, Inc. 401(K) Plan — Form 5500 plan (Medbridge, 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, Medbridge, Inc. 401(K) Plan is a benefit plan reported by Medbridge, Inc. under EIN 46-3675059 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $6,224,704 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medbridge, Inc.
EIN
46-3675059
Plan number
001
Plan type
2
Location
Bellevue, WA
Latest filing year
2023
Participants
189
End-of-year plan assets
$6,224,704

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20240731102415NAL0033713024001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,224,704
Total liabilities (EOY)
$0
Net assets (EOY)
$6,224,704
Net assets (BOY)
$4,195,041

Income & contributions

Employer contributions
$230,005
Participant contributions
$1,006,633
Total contributions
$1,707,680
Total income / additions
$2,640,483

Expenses & distributions

Benefits paid
$538,736
Administrative expenses
$28,634
Total expenses
$610,820
Net increase / (decrease)
$2,029,663

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcs Retirement LLCCONTRACT ADMINISTRATOR$13,501not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$7,995$02023
Newsquare Capital, LLCINVESTMENT ADVISOR$7,138not reported in the loaded dataset2023

Related Form 5500 pages