Medical Priority Consultants 401(K) Plan — Form 5500 plan (Medical Priority Consultants, 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, Medical Priority Consultants 401(K) Plan is a benefit plan reported by Medical Priority Consultants, Inc. under EIN 87-0447422 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $24,239,835 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medical Priority Consultants, Inc.
- EIN
- 87-0447422
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $24,239,835
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20240729175214NAL0032729488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,239,835
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,239,835
- Net assets (BOY)
- $18,181,940
Income & contributions
- Employer contributions
- $1,269,921
- Participant contributions
- $1,895,844
- Total contributions
- $3,391,606
- Total income / additions
- $6,893,707
Expenses & distributions
- Benefits paid
- $725,223
- Administrative expenses
- $110,589
- Total expenses
- $835,812
- Net increase / (decrease)
- $6,057,895
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $62,003 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $41,936 | $0 | 2023 |
| Soltis Investment Advisors LLC | ADVISOR | $6,652 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medical Priority Consultants, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Kestra Investment Services LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Soltis Investment Advisors LLC — Schedule C compensation