Medical Services Of America, Inc. 401(K) Retirement Plan — Form 5500 plan (Medical Services Of America, 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, Medical Services Of America, Inc. 401(K) Retirement Plan is a benefit plan reported by Medical Services Of America, Inc. under EIN 54-0950139 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,862 participants and $43,067,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medical Services Of America, Inc.
- EIN
- 54-0950139
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, SC
- Latest filing year
- 2023
- Participants
- 1,862
- End-of-year plan assets
- $43,067,215
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,862 | H, C | 20241009141218NAL0009298147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,067,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,067,215
- Net assets (BOY)
- $39,737,253
Income & contributions
- Employer contributions
- $619,172
- Participant contributions
- $2,713,076
- Total contributions
- $3,517,860
- Total income / additions
- $9,364,708
Expenses & distributions
- Benefits paid
- $5,835,320
- Administrative expenses
- $199,426
- Total expenses
- $6,034,746
- Net increase / (decrease)
- $3,329,962
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $84,760 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $51,158 | $0 | 2023 |
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $35,813 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisers LLC | OTHER | $25,695 | not reported in the loaded dataset | 2023 |
| Scott And Company, LLC | AUDITOR | $2,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medical Services Of America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Lexington, SC
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation
- Scott And Company, LLC — Schedule C compensation