2023 Form 5500 filing — Quincy Medical Group Retirement Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240118161444NAL0007865202001) for Quincy Medical Group Retirement Trust, reported by Quincy Physicians & Surgeons Clinic S.C. D/B/A Quincy Medical Group under EIN 37-1206525 and plan number 001. It reports 1,126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240118161444NAL0007865202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quincy Physicians & Surgeons Clinic S.C. D/B/A Quincy Medical Group
- EIN
- 37-1206525
- Plan number
- 001
- Location
- Quincy, IL
- Participants
- 1,126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Participant contributions
- $1,846,313
- Total income / additions
- $11,381,810
- Benefits paid
- $4,497,015
- Administrative expenses
- $87,129
- Total expenses
- $4,599,746
- Net increase / (decrease)
- $6,782,064
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cwm, LLC | ADVISOR | $10,320 | not reported in the loaded dataset |
| Ipi Wealth Management Inc | ADVISOR | $0 | not reported in the loaded dataset |
| Cambridge Invts Research Inc | ADVISOR | $0 | not reported in the loaded dataset |
| Td Ameritrade | BROKERAGE SERVICES | $0 | not reported in the loaded dataset |