Practice Dynamics Inc. 401(K) Plan — Form 5500 plan (Practice Dynamics Inc.)
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, Practice Dynamics Inc. 401(K) Plan is a benefit plan reported by Practice Dynamics Inc. under EIN 52-1960319 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,429 participants and $76,634,444 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Practice Dynamics Inc.
- EIN
- 52-1960319
- Plan number
- 001
- Plan type
- 2
- Location
- Owings Mills, MD
- Latest filing year
- 2023
- Participants
- 1,429
- End-of-year plan assets
- $76,634,444
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,429 | H, C | 20241015185342NAL0029430705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,634,444
- Net assets (EOY)
- $76,634,444
- Net assets (BOY)
- $63,307,503
Income & contributions
- Employer contributions
- $1,760,974
- Participant contributions
- $4,009,292
- Total contributions
- $7,693,117
- Total income / additions
- $18,061,819
Expenses & distributions
- Benefits paid
- $4,491,590
- Administrative expenses
- $132,612
- Total expenses
- $4,734,878
- Net increase / (decrease)
- $13,326,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $119,915 | $0 | 2023 |
| Raymond James And Associates Inc | INVESTMENT ADVISORY-PLAN | $12,697 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Practice Dynamics Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Owings Mills, MD
- Transamerica Retirement Solutions — Schedule C compensation
- Raymond James And Associates Inc — Schedule C compensation
- National Financial Services — Schedule C compensation