Mid-Atlantic Permanente Medical Group, P.C. 401(K) Plan — Form 5500 plan (Mid-Atlantic Permanente Medical Group, 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, Mid-Atlantic Permanente Medical Group, P.C. 401(K) Plan is a benefit plan reported by Mid-Atlantic Permanente Medical Group, Pc under EIN 52-1196226 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,536 participants and $955,550,549 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-Atlantic Permanente Medical Group, Pc
- EIN
- 52-1196226
- Plan number
- 002
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 2,536
- End-of-year plan assets
- $955,550,549
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,536 | H, C | 20241003133755NAL0004887667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $955,550,549
- Total liabilities (EOY)
- $4,492
- Net assets (EOY)
- $955,546,057
- Net assets (BOY)
- $767,481,770
Income & contributions
- Employer contributions
- $24,141,131
- Participant contributions
- $49,554,298
- Total contributions
- $78,155,536
- Total income / additions
- $231,029,437
Expenses & distributions
- Benefits paid
- $42,900,548
- Administrative expenses
- $28,900
- Total expenses
- $42,965,150
- Net increase / (decrease)
- $188,064,287
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $299,592 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $34,400 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$292,305 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mid-Atlantic Permanente Medical Group, Pc
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rockville, MD
- Strategic Advisors, Inc. — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation