Associatesmd Medical Group 401k Plan — Form 5500 plan (Associatesmd Medical Group, Inc)

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, Associatesmd Medical Group 401k Plan is a benefit plan reported by Associatesmd Medical Group, Inc under EIN 84-3548530 and plan number 001. The latest loaded filing year is 2023. The filing reports 323 participants and $3,444,804 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Associatesmd Medical Group, Inc
EIN
84-3548530
Plan number
001
Plan type
2
Location
Davie, FL
Latest filing year
2023
Participants
323
End-of-year plan assets
$3,444,804

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023323H, C20240801051514NAL0035643984001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,444,804
Total liabilities (EOY)
$0
Net assets (EOY)
$3,444,804
Net assets (BOY)
$2,674,938

Income & contributions

Employer contributions
$500
Participant contributions
$605,829
Total contributions
$732,062
Total income / additions
$1,188,880

Expenses & distributions

Benefits paid
$373,859
Administrative expenses
$9,570
Total expenses
$419,014
Net increase / (decrease)
$769,866

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Buckman Advisory Group LLCINVESTMENT/FINANCIAL ADVI$6,151$02023
Adp, Inc.RECORD KEEPER$3,418$02023

Related Form 5500 pages