Medical Associates Of Brevard, LLC 401(K) Plan — Form 5500 plan (Medical Associates Of Brevard, LLC)
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 Associates Of Brevard, LLC 401(K) Plan is a benefit plan reported by Medical Associates Of Brevard, LLC under EIN 59-3360315 and plan number 001. The latest loaded filing year is 2023. The filing reports 292 participants and $38,920,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medical Associates Of Brevard, LLC
- EIN
- 59-3360315
- Plan number
- 001
- Plan type
- 2
- Location
- Melbourne, FL
- Latest filing year
- 2023
- Participants
- 292
- End-of-year plan assets
- $38,920,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 292 | H, C | 20250416110930NAL0002189715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,920,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,920,970
- Net assets (BOY)
- $32,729,686
Income & contributions
- Employer contributions
- $769,235
- Participant contributions
- $1,826,068
- Total contributions
- $2,595,303
- Total income / additions
- $8,636,173
Expenses & distributions
- Benefits paid
- $2,365,527
- Administrative expenses
- $79,362
- Total expenses
- $2,444,889
- Net increase / (decrease)
- $6,191,284
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Managmen | INVESTMENT ADVISOR | $65,545 | not reported in the loaded dataset | 2023 |
| Carpenter Morse Group | CONTRACT ADMIN | $24,015 | not reported in the loaded dataset | 2023 |
| Cliftonlastson Allen, Llp | OTHER | $12,180 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,085 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medical Associates Of Brevard, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Melbourne, FL
- Northwestern Mutual Wealth Managmen — Schedule C compensation
- Carpenter Morse Group — Schedule C compensation
- Cliftonlastson Allen, Llp — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation