Mmps Retirement Plan — Form 5500 plan (Mountain Medical Physician Specialists, 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, Mmps Retirement Plan is a benefit plan reported by Mountain Medical Physician Specialists, P.C. under EIN 87-0565773 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $17,875,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mountain Medical Physician Specialists, P.C.
- EIN
- 87-0565773
- Plan number
- 001
- Plan type
- 2
- Location
- Murray, UT
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $17,875,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241015162834NAL0048906224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,875,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,875,029
- Net assets (BOY)
- $17,791,904
Income & contributions
- Employer contributions
- $978,491
- Participant contributions
- $604,107
- Total contributions
- $1,582,598
- Total income / additions
- $4,310,390
Expenses & distributions
- Benefits paid
- $4,194,624
- Administrative expenses
- $32,641
- Total expenses
- $4,227,265
- Net increase / (decrease)
- $83,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $24,038 | $0 | 2023 |
| Stratos Wealth Partners | INVESTMENT ADVISORY | $21,361 | $4 | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mountain Medical Physician Specialists, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Murray, UT
- Principal Life Insurance Company — Schedule C compensation
- Stratos Wealth Partners — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation