Middleton Family Medicine Urgent Care, LLC 401(K) Plan — Form 5500 plan (Middleton Family Medicine Urgent Care, 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, Middleton Family Medicine Urgent Care, LLC 401(K) Plan is a benefit plan reported by Middleton Family Medicine Urgent Care, LLC under EIN 47-1566157 and plan number 002. The latest loaded filing year is 2023. The filing reports 142 participants and $8,419,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Middleton Family Medicine Urgent Care, LLC
- EIN
- 47-1566157
- Plan number
- 002
- Plan type
- 2
- Location
- Middleton, MA
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $8,419,281
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241009153130NAL0019535697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,419,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,419,281
- Net assets (BOY)
- $6,243,049
Income & contributions
- Employer contributions
- $549,978
- Participant contributions
- $683,744
- Total contributions
- $1,422,235
- Total income / additions
- $2,613,892
Expenses & distributions
- Benefits paid
- $393,196
- Administrative expenses
- $32,874
- Total expenses
- $437,660
- Net increase / (decrease)
- $2,176,232
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $17,596 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,958 | $0 | 2023 |
| Compass 360 | OTHER | $3,519 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,900 | $0 | 2023 |
| Compass Retirement Consulting Group | CONTRACT ADMIN | $1,575 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Middleton Family Medicine Urgent Care, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Middleton, MA
- Commonwealth Equity Services LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Compass 360 — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Compass Retirement Consulting Group — Schedule C compensation