Lifeline Medical Associates, LLC Cash Or Deferred Profit Sharing Plan — Form 5500 plan (Lifeline Medical Associates, LLC)

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, Lifeline Medical Associates, LLC Cash Or Deferred Profit Sharing Plan is a benefit plan reported by Lifeline Medical Associates, LLC under EIN 94-3283324 and plan number 001. The latest loaded filing year is 2023. The filing reports 605 participants and $103,920,997 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lifeline Medical Associates, LLC
EIN
94-3283324
Plan number
001
Plan type
2
Location
Florham Park, NJ
Latest filing year
2023
Participants
605
End-of-year plan assets
$103,920,997

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023605H, C20240910095939NAL0011314898001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$103,920,997
Total liabilities (EOY)
$0
Net assets (EOY)
$103,920,997
Net assets (BOY)
$89,293,891

Income & contributions

Employer contributions
$2,702,475
Participant contributions
$3,924,736
Total contributions
$7,043,027
Total income / additions
$23,341,738

Expenses & distributions

Benefits paid
$8,665,630
Administrative expenses
$47,245
Total expenses
$8,714,632
Net increase / (decrease)
$14,627,106

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$45,076$02023

Related Form 5500 pages