Olean Medical Practice Pllc Retirement Plan — Form 5500 plan (Olean Medical Practice 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, Olean Medical Practice Pllc Retirement Plan is a benefit plan reported by Olean Medical Practice Pllc under EIN 88-1324896 and plan number 002. The latest loaded filing year is 2023. The filing reports 256 participants and $31,632,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Olean Medical Practice Pllc
- EIN
- 88-1324896
- Plan number
- 002
- Plan type
- 2
- Location
- Olean, NY
- Latest filing year
- 2023
- Participants
- 256
- End-of-year plan assets
- $31,632,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20240729155104NAL0011207891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,632,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,632,958
- Net assets (BOY)
- $30,342,145
Income & contributions
- Employer contributions
- $560,034
- Participant contributions
- $656,618
- Total contributions
- $1,216,652
- Total income / additions
- $5,947,392
Expenses & distributions
- Benefits paid
- $4,524,265
- Administrative expenses
- $132,314
- Total expenses
- $4,656,579
- Net increase / (decrease)
- $1,290,813
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $132,315 | $0 | 2023 |
| Lincoln Financial Advisors Corporat | SERVICE PROVIDER | $24,764 | not reported in the loaded dataset | 2023 |
| Phillips Lytle Llp | SERVICE PROVIDER | $14,111 | not reported in the loaded dataset | 2023 |
| Freed Maxick Cpas Pc | SERVICE PROVIDER | $13,650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Olean Medical Practice Pllc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Olean, NY
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Lincoln Financial Advisors Corporat — Schedule C compensation
- Phillips Lytle Llp — Schedule C compensation
- Freed Maxick Cpas Pc — Schedule C compensation