Proactive Md Management Services 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Proactive Md Management Services, 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, Proactive Md Management Services 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Proactive Md Management Services, LLC under EIN 81-0960095 and plan number 001. The latest loaded filing year is 2023. The filing reports 426 participants and $6,844,759 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Proactive Md Management Services, LLC
EIN
81-0960095
Plan number
001
Plan type
2
Location
Simpsonville, SC
Latest filing year
2023
Participants
426
End-of-year plan assets
$6,844,759

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023426H, C20241015112340NAL0028187745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,844,759
Total liabilities (EOY)
$0
Net assets (EOY)
$6,844,759
Net assets (BOY)
$4,053,323

Income & contributions

Employer contributions
$661,619
Participant contributions
$1,510,288
Total contributions
$2,494,674
Total income / additions
$3,376,286

Expenses & distributions

Benefits paid
$537,675
Administrative expenses
$46,392
Total expenses
$584,850
Net increase / (decrease)
$2,791,436

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$27,468not reported in the loaded dataset2023
Gallagher Fiduciary Advisors, LLCNONE$18,924not reported in the loaded dataset2023

Related Form 5500 pages