Baker County Medical Services, Inc. 403(B) Retirement Plan — Form 5500 plan (Baker County Medical Services, 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, Baker County Medical Services, Inc. 403(B) Retirement Plan is a benefit plan reported by Baker County Medical Services, Inc under EIN 59-3202547 and plan number 003. The latest loaded filing year is 2023. The filing reports 534 participants and $8,592,776 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Baker County Medical Services, Inc
EIN
59-3202547
Plan number
003
Plan type
2
Location
Macclenny, FL
Latest filing year
2023
Participants
534
End-of-year plan assets
$8,592,776

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023534H, C20241205081505NAL0004854513002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,592,776
Total liabilities (EOY)
$0
Net assets (EOY)
$8,592,776
Net assets (BOY)
$8,503,264

Income & contributions

Employer contributions
$417,874
Participant contributions
$662,322
Total contributions
$1,271,591
Total income / additions
$1,965,373

Expenses & distributions

Benefits paid
$1,861,642
Administrative expenses
$14,219
Total expenses
$1,875,861
Net increase / (decrease)
$89,512

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$8,317$49,2262023
Pensionmark Fin Group, LLCNONE$0$20,6582023

Related Form 5500 pages