401k Profit Sharing Plan For Employees Of Medamerica, Inc. — Form 5500 plan (Vituity)

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, 401k Profit Sharing Plan For Employees Of Medamerica, Inc. is a benefit plan reported by Vituity under EIN 94-2629764 and plan number 013. The latest loaded filing year is 2023. The filing reports 6,232 participants and $1,814,037,378 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vituity
EIN
94-2629764
Plan number
013
Plan type
2
Location
Emeryville, CA
Latest filing year
2023
Participants
6,232
End-of-year plan assets
$1,814,037,378

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,232H, C20241014185910NAL0015444163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,814,037,378
Total liabilities (EOY)
$0
Net assets (EOY)
$1,814,037,378
Net assets (BOY)
$1,357,674,105

Income & contributions

Employer contributions
$85,030,842
Participant contributions
$59,297,353
Total contributions
$302,212,889
Total income / additions
$548,843,139

Expenses & distributions

Benefits paid
$88,563,494
Administrative expenses
$3,916,372
Total expenses
$92,479,866
Net increase / (decrease)
$456,363,273

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement ServicesTRUSTEE$2,359,863not reported in the loaded dataset2023
Medamerica IncPLAN ADMINSTRATOR$1,556,509not reported in the loaded dataset2023

Related Form 5500 pages