Murfreesboro Medical Clinic P.A. Restated Employee Savings And Profit Sharing Plan — Form 5500 plan (Murfreesboro Medical Clinic, P.A.)
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, Murfreesboro Medical Clinic P.A. Restated Employee Savings And Profit Sharing Plan is a benefit plan reported by Murfreesboro Medical Clinic, P.A. under EIN 62-0864163 and plan number 002. The latest loaded filing year is 2023. The filing reports 789 participants and $95,229,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Murfreesboro Medical Clinic, P.A.
- EIN
- 62-0864163
- Plan number
- 002
- Plan type
- 2
- Location
- Murfreesboro, TN
- Latest filing year
- 2023
- Participants
- 789
- End-of-year plan assets
- $95,229,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 789 | H, C | 20241007153733NAL0009016291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,229,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,229,720
- Net assets (BOY)
- $80,823,633
Income & contributions
- Employer contributions
- $3,833,749
- Participant contributions
- $3,575,252
- Total contributions
- $7,999,470
- Total income / additions
- $20,414,601
Expenses & distributions
- Benefits paid
- $5,772,358
- Administrative expenses
- $236,156
- Total expenses
- $6,008,514
- Net increase / (decrease)
- $14,406,087
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RETAINED BY CLIENT | $136,156 | $0 | 2023 |
| Resources Investment Advisor | RETAINED BY CLIENT | $50,000 | not reported in the loaded dataset | 2023 |
| One Digital Investment Advisors | RETAINED BY CLIENT | $50,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Murfreesboro Medical Clinic, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Murfreesboro, TN
- John Hancock — Schedule C compensation
- Resources Investment Advisor — Schedule C compensation
- One Digital Investment Advisors — Schedule C compensation