Encompass Medical Group, P.A. 401(K) Retirement Plan — Form 5500 plan (Encompass Medical Group, P.A.)

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, Encompass Medical Group, P.A. 401(K) Retirement Plan is a benefit plan reported by Encompass Medical Group, P.A. under EIN 48-1229965 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $26,368,817 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Encompass Medical Group, P.A.
EIN
48-1229965
Plan number
001
Plan type
2
Location
Lenexa, KS
Latest filing year
2023
Participants
300
End-of-year plan assets
$26,368,817

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023300H, C20241001054039NAL0003088723001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,368,817
Total liabilities (EOY)
$0
Net assets (EOY)
$26,368,817
Net assets (BOY)
$26,234,603

Income & contributions

Employer contributions
$590,700
Participant contributions
$1,310,369
Total contributions
$1,901,069
Total income / additions
$6,003,197

Expenses & distributions

Benefits paid
$5,731,559
Administrative expenses
$82,870
Total expenses
$5,868,983
Net increase / (decrease)
$134,214

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
James A. ReichertINVESTMENT/FINANCIAL ADVI$58,072$02023
Adp, Inc.RECORD KEEPER$24,796$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages