Millennium Physicians Association, Pllc 401(K) Plan — Form 5500 plan (Millennium Physicians Association, Pllc)
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, Millennium Physicians Association, Pllc 401(K) Plan is a benefit plan reported by Millennium Physicians Association, Pllc under EIN 76-0528826 and plan number 002. The latest loaded filing year is 2023. The filing reports 395 participants and $15,703,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Millennium Physicians Association, Pllc
- EIN
- 76-0528826
- Plan number
- 002
- Plan type
- 2
- Location
- The Woodlands, TX
- Latest filing year
- 2023
- Participants
- 395
- End-of-year plan assets
- $15,703,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 395 | H, C | 20250203180600NAL0007249473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,703,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,703,966
- Net assets (BOY)
- $12,026,186
Income & contributions
- Employer contributions
- $715,042
- Participant contributions
- $1,440,861
- Total contributions
- $2,234,632
- Total income / additions
- $4,569,616
Expenses & distributions
- Benefits paid
- $797,747
- Administrative expenses
- $90,055
- Total expenses
- $891,836
- Net increase / (decrease)
- $3,677,780
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Ann Ins Company | RECORDKEEPER | $43,681 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $27,154 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $5,870 | $10,000 | 2023 |
| Empower Advisor Group | INVESTMENT MGMT | $12,126 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Millennium Physicians Association, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in The Woodlands, TX
- Empower Ann Ins Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Ascensus Holdings Inc Dba — Schedule C compensation
- Empower Advisor Group — Schedule C compensation