Medical Association Of Georgia Multiple Employer 401(K) Profit Sharing Plan — Form 5500 plan (Medical Association Of Georgia)
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 Association Of Georgia Multiple Employer 401(K) Profit Sharing Plan is a benefit plan reported by Medical Association Of Georgia under EIN 58-0605267 and plan number 002. The latest loaded filing year is 2023. The filing reports 789 participants and $108,029,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medical Association Of Georgia
- EIN
- 58-0605267
- Plan number
- 002
- Plan type
- 3
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 789
- End-of-year plan assets
- $108,029,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 789 | H, C | 20250424164338NAL0004363059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,029,314
- Total liabilities (EOY)
- $3,198
- Net assets (EOY)
- $108,026,116
- Net assets (BOY)
- $91,760,808
Income & contributions
- Employer contributions
- $2,871,867
- Participant contributions
- $3,576,168
- Total contributions
- $7,198,536
- Total income / additions
- $23,096,421
Expenses & distributions
- Benefits paid
- $6,407,890
- Administrative expenses
- $423,223
- Total expenses
- $6,831,113
- Net increase / (decrease)
- $16,265,308
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Global Advisors, Inc | NONE | $98,299 | not reported in the loaded dataset | 2023 |
| Acg Wealth, Inc. | NONE | $90,615 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $80,531 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $43,626 | not reported in the loaded dataset | 2023 |
| Mercer Global Advisors Inc | NONE | $36,704 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | NONE | $29,137 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $24,050 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $7,323 | $0 | 2023 |
| Bluechip Wealth Advisors | NONE | $6,208 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medical Association Of Georgia
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Mercer Global Advisors, Inc — Schedule C compensation
- Acg Wealth, Inc. — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Bluechip Wealth Advisors — Schedule C compensation