Crouse Medical Practice, Pllc 401(K) Plan — Form 5500 plan (Crouse Medical Practice, 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, Crouse Medical Practice, Pllc 401(K) Plan is a benefit plan reported by Crouse Medical Practice, Pllc under EIN 80-0548096 and plan number 001. The latest loaded filing year is 2023. The filing reports 526 participants and $34,165,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crouse Medical Practice, Pllc
- EIN
- 80-0548096
- Plan number
- 001
- Plan type
- 2
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 526
- End-of-year plan assets
- $34,165,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 526 | H, C | 20250106153601NAL0004522675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,165,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,165,338
- Net assets (BOY)
- $27,290,319
Income & contributions
- Employer contributions
- $1,148,462
- Participant contributions
- $2,413,500
- Total contributions
- $4,734,196
- Total income / additions
- $9,557,956
Expenses & distributions
- Benefits paid
- $2,646,467
- Administrative expenses
- $13,279
- Total expenses
- $2,682,937
- Net increase / (decrease)
- $6,875,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bpas | TPA | $1,263 | $14,858 | 2023 |
| Morningstar Investment Mgmt LLC | ADVISOR | $0 | $3,843 | 2023 |
| Voya Retirement Ins & Annuity Co | SERVICE PROVIDER | $3,001 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Mgmt | ADVISOR | $3,001 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crouse Medical Practice, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Bpas — Schedule C compensation
- Morningstar Investment Mgmt LLC — Schedule C compensation
- Voya Retirement Ins & Annuity Co — Schedule C compensation
- Morningstar Investment Mgmt — Schedule C compensation