How many benefit plans does Medical And Financial Management, Inc. report on Form 5500?

Medical And Financial Management, Inc. (EIN 59-2320501) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Medical And Financial Management, Inc.?

The Employer Identification Number (EIN) reported for Medical And Financial Management, Inc. is 59-2320501.

What is the latest Form 5500 filing year for Medical And Financial Management, Inc.?

The latest loaded Form 5500 filing year for Medical And Financial Management, Inc. is 2023.

Medical And Financial Management, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 And Financial Management, Inc. (EIN 59-2320501) is a plan sponsor located in Stuart, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 59-2320501
Location: Stuart, FL
Loaded plans: 1
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $198,052,352
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $0

Contributions & income

Employer contributions: $2,048
Participant contributions: $550
Total income / additions: -$3,026,224

Expenses & distributions

Benefits paid / distributions: $0
Total expenses: $12,826
Net increase / (decrease): -$3,039,050

Coverage

Total reported participants: 1,914
Plans with financial statements: 1
Plans with provider compensation: 0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Medical And Financial Management, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Martin Memorial Health Systems 401(K) Retirement Savings Plan	001	1,914	$198,052,352	2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Medical And Financial Management, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Martin Memorial Health Systems 401(K) Retirement Savings Plan	1,914	H	20241007124608NAL0007578515001
2023	Martin Memorial Health Systems 401(K) Retirement Savings Plan	3,405	H	20241007143459NAL0016242257001