Plan5500

Boulder Medical Center, P.C. Savings & Profit Sharing Plan — Form 5500 plan (Boulder Medical Center, P.C.)

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, Boulder Medical Center, P.C. Savings & Profit Sharing Plan is a benefit plan reported by Boulder Medical Center, P.C. under EIN 84-0834835 and plan number 001. The latest loaded filing year is 2023. The filing reports 434 participants and $67,174,298 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Boulder Medical Center, P.C.
EIN
84-0834835
Plan number
001
Plan type
2
Location
Boulder, CO
Latest filing year
2023
Participants
434
End-of-year plan assets
$67,174,298

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023434H, C20241015155114NAL0015009843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,174,298
Net assets (EOY)
$67,174,298
Net assets (BOY)
$57,165,477

Income & contributions

Employer contributions
$1,854,593
Participant contributions
$1,828,724
Total contributions
$3,974,608
Total income / additions
$13,285,831

Expenses & distributions

Benefits paid
$3,231,117
Administrative expenses
$45,893
Total expenses
$3,277,010
Net increase / (decrease)
$10,008,821

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Investment Management AssociatNONE$20,011not reported in the loaded dataset2023
Fisher InvestmentsNONE$16,501not reported in the loaded dataset2023
Charles Schwab & Co., IncNONE$391$02023

Related Form 5500 pages