Mediko, P.C. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Mediko, 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, Mediko, P.C. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Mediko, Inc. under EIN 54-1823521 and plan number 001. The latest loaded filing year is 2023. The filing reports 450 participants and $3,740,502 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mediko, Inc.
- EIN
- 54-1823521
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 450
- End-of-year plan assets
- $3,740,502
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 450 | H, C | 20241010141511NAL0020284529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,740,502
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,740,502
- Net assets (BOY)
- $2,819,928
Income & contributions
- Employer contributions
- $2,384
- Participant contributions
- $864,310
- Total contributions
- $926,252
- Total income / additions
- $1,393,768
Expenses & distributions
- Benefits paid
- $426,486
- Administrative expenses
- $44,197
- Total expenses
- $473,194
- Net increase / (decrease)
- $920,574
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch,Pierce,Fenner & Smith | INVESTMENT ADVISOR | $20,052 | $0 | 2023 |
| Retirement Plan Solutions, Inc. | TPA | $16,657 | $684 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $3,380 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mediko, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Merrill Lynch,Pierce,Fenner & Smith — Schedule C compensation
- Retirement Plan Solutions, Inc. — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation