Medical Society Of Delaware 401(K) Profit Sharing Plan — Form 5500 plan (Medical Society Of Delaware)
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, Medical Society Of Delaware 401(K) Profit Sharing Plan is a benefit plan reported by Medical Society Of Delaware under EIN 51-0061011 and plan number 333. The latest loaded filing year is 2023. The filing reports 262 participants and $18,028,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medical Society Of Delaware
- EIN
- 51-0061011
- Plan number
- 333
- Plan type
- 3
- Location
- Newark, DE
- Latest filing year
- 2023
- Participants
- 262
- End-of-year plan assets
- $18,028,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20241015222724NAL0059919250001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,028,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,028,799
- Net assets (BOY)
- $18,290,974
Income & contributions
- Employer contributions
- $617,266
- Participant contributions
- $967,233
- Total contributions
- $1,594,031
- Total income / additions
- $4,130,570
Expenses & distributions
- Benefits paid
- $763,659
- Administrative expenses
- $158,569
- Total expenses
- $925,112
- Net increase / (decrease)
- $3,205,458
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Company | RECORDKEEPER | $141,818 | $0 | 2023 |
| Securian Financial Services Inc. | OTHER | $56,822 | not reported in the loaded dataset | 2023 |
| Pinnacle Financial Services Inc | OTHER | $40,502 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisers | INVESTMENT ADVISOR | $32,786 | not reported in the loaded dataset | 2023 |
| Pinnacle Financial Services | RECORDKEEPER | $325 | $0 | 2023 |
| Transamerica Financial Life | RECORDKEEPER | $3 | $0 | 2023 |
| Cetera Financial Group | BROKER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medical Society Of Delaware
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Newark, DE
- Empower Annuity Ins Company — Schedule C compensation
- Securian Financial Services Inc. — Schedule C compensation
- Pinnacle Financial Services Inc — Schedule C compensation
- Cetera Investment Advisers — Schedule C compensation
- Pinnacle Financial Services — Schedule C compensation
- Transamerica Financial Life — Schedule C compensation
- Cetera Financial Group — Schedule C compensation