Family Physicians, L.L.P. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Family Physicians Of Greeley, Professional L.L.P.)

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, Family Physicians, L.L.P. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Family Physicians Of Greeley, Professional L.L.P. under EIN 84-0617514 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $23,552,659 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Family Physicians Of Greeley, Professional L.L.P.
EIN
84-0617514
Plan number
001
Plan type
2
Location
Greeley, CO
Latest filing year
2023
Participants
202
End-of-year plan assets
$23,552,659

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20241015135424NAL0029861441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,552,659
Total liabilities (EOY)
$0
Net assets (EOY)
$23,552,659
Net assets (BOY)
$20,465,732

Income & contributions

Employer contributions
$433,325
Participant contributions
$658,648
Total contributions
$1,091,973
Total income / additions
$4,180,780

Expenses & distributions

Benefits paid
$1,045,876
Administrative expenses
$47,977
Total expenses
$1,093,853
Net increase / (decrease)
$3,086,927

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyNONE$27,997$02023

Related Form 5500 pages