Consensus Medical Group 401(K) Plan — Form 5500 plan (Consensus Medical Group)

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, Consensus Medical Group 401(K) Plan is a benefit plan reported by Consensus Medical Group under EIN 83-2124345 and plan number 001. The latest loaded filing year is 2023. The filing reports 292 participants and $41,364,285 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Consensus Medical Group
EIN
83-2124345
Plan number
001
Plan type
2
Location
Marlton, NJ
Latest filing year
2023
Participants
292
End-of-year plan assets
$41,364,285

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023292H, C20260123144154NAL0008499666001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,364,285
Total liabilities (EOY)
$0
Net assets (EOY)
$41,364,285
Net assets (BOY)
$32,041,761

Income & contributions

Employer contributions
$1,175,117
Participant contributions
$2,712,455
Total contributions
$4,922,472
Total income / additions
$11,565,904

Expenses & distributions

Benefits paid
$2,151,619
Administrative expenses
$91,761
Total expenses
$2,243,380
Net increase / (decrease)
$9,322,524

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Resources Investment Advisors LLCADVISOR$46,002not reported in the loaded dataset2023
Kb Financial Partners, LLCINVESTMENT ADVISOR$25,884not reported in the loaded dataset2023
Fidelity Investments Company, LLCRECORDKEEPER$19,875not reported in the loaded dataset2023

Related Form 5500 pages