Symphony Medical Pc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Symphony Medical Pc)
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, Symphony Medical Pc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Symphony Medical Pc under EIN 47-1235609 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $6,879,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Symphony Medical Pc
- EIN
- 47-1235609
- Plan number
- 001
- Plan type
- 2
- Location
- Dobbs Ferry, NY
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $6,879,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20240725073932NAL0023528672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,879,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,879,220
- Net assets (BOY)
- $5,191,029
Income & contributions
- Employer contributions
- $402,957
- Participant contributions
- $872,771
- Total contributions
- $1,343,731
- Total income / additions
- $2,303,186
Expenses & distributions
- Benefits paid
- $539,441
- Administrative expenses
- $16,413
- Total expenses
- $614,995
- Net increase / (decrease)
- $1,688,191
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $11,192 | not reported in the loaded dataset | 2023 |