Premier Medical Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Premier 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, Premier Medical Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Premier Medical Group, Inc. under EIN 72-1356450 and plan number 001. The latest loaded filing year is 2023. The filing reports 343 participants and $68,344,658 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Premier Medical Group, Inc.
- EIN
- 72-1356450
- Plan number
- 001
- Plan type
- 2
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 343
- End-of-year plan assets
- $68,344,658
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 343 | H, C | 20241011131921NAL0043795106001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,344,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,344,658
- Net assets (BOY)
- $56,534,701
Income & contributions
- Employer contributions
- $1,575,225
- Participant contributions
- $915,473
- Total contributions
- $2,663,538
- Total income / additions
- $15,922,662
Expenses & distributions
- Benefits paid
- $3,978,375
- Administrative expenses
- $134,330
- Total expenses
- $4,112,705
- Net increase / (decrease)
- $11,809,957
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mitchell, Mcleod, Pugh & Williams, | ADVISOR | $52,249 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $27,928 | $0 | 2023 |
| Raymond James Associates Inc | ADVISOR | $24,781 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | TRUSTEE | $19,938 | $0 | 2023 |
| Waverly Advisors LLC | ADVISOR | $9,434 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Premier Medical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Mobile, AL
- Mitchell, Mcleod, Pugh & Williams, — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- Raymond James Associates Inc — Schedule C compensation
- Newport Trust Company — Schedule C compensation
- Waverly Advisors LLC — Schedule C compensation