2023 Form 5500 filing — Medical Group Management Association 401(K) Plan
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 20240530110036NAL0006876067001) for Medical Group Management Association 401(K) Plan, reported by Mgma-Acmpe under EIN 45-2766110 and plan number 003. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240530110036NAL0006876067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mgma-Acmpe
- EIN
- 45-2766110
- Plan number
- 003
- Location
- Englewood, CO
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,619,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,619,271
- Employer contributions
- $1,140,181
- Participant contributions
- $1,152,769
- Total income / additions
- $6,450,289
- Benefits paid
- $1,039,349
- Administrative expenses
- $69,194
- Total expenses
- $1,108,543
- Net increase / (decrease)
- $5,341,746
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ima Wealth Inc | ADVISOR | $45,996 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $23,198 | not reported in the loaded dataset |