Primary Partnercare Physicians, Pllc 401(K) Profit Sharing Plan — Form 5500 plan (Primary Partnercare Physicians, Pllc)

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, Primary Partnercare Physicians, Pllc 401(K) Profit Sharing Plan is a benefit plan reported by Primary Partnercare Physicians, Pllc under EIN 85-1223208 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $3,861,524 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Primary Partnercare Physicians, Pllc
EIN
85-1223208
Plan number
001
Plan type
2
Location
Great Neck, NY
Latest filing year
2023
Participants
116
End-of-year plan assets
$3,861,524

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023116H, C20241015130712NAL0048043408001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,861,524
Total liabilities (EOY)
$0
Net assets (EOY)
$3,861,524
Net assets (BOY)
$2,192,808

Income & contributions

Employer contributions
$796,091
Participant contributions
$594,848
Total contributions
$1,390,939
Total income / additions
$1,740,819

Expenses & distributions

Benefits paid
$54,769
Administrative expenses
$17,334
Total expenses
$72,103
Net increase / (decrease)
$1,668,716

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Innovative Invstmnt FiduciariesNONE$11,221$02023
Benefit Plans Administrative SvcsNONE$6,113$02023

Related Form 5500 pages