Diagnostic Clinic Medical Group Retirement & Savings Plan — Form 5500 plan (Diagnostic Clinic Medical Group, 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, Diagnostic Clinic Medical Group Retirement & Savings Plan is a benefit plan reported by Diagnostic Clinic Medical Group, Inc. under EIN 59-3307922 and plan number 333. The latest loaded filing year is 2023. The filing reports 472 participants and $38,458,147 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Diagnostic Clinic Medical Group, Inc.
- EIN
- 59-3307922
- Plan number
- 333
- Plan type
- 2
- Location
- Largo, FL
- Latest filing year
- 2023
- Participants
- 472
- End-of-year plan assets
- $38,458,147
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 472 | H, C | 20241010002814NAL0009629219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,458,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,458,147
- Net assets (BOY)
- $38,028,655
Income & contributions
- Employer contributions
- $681,161
- Participant contributions
- $1,420,316
- Total contributions
- $2,305,073
- Total income / additions
- $8,662,746
Expenses & distributions
- Benefits paid
- $8,194,134
- Administrative expenses
- $39,120
- Total expenses
- $8,233,254
- Net increase / (decrease)
- $429,492
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $29,797 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,382 | not reported in the loaded dataset | 2023 |
| Wealth Management Systems Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Diagnostic Clinic Medical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Largo, FL
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation