2023 Form 5500 filing — Med James, Inc. Retirement Savings Profit Sharing 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 20240612123647NAL0029249921001) for Med James, Inc. Retirement Savings Profit Sharing Plan, reported by Med James, Inc. under EIN 43-1067127 and plan number 001. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.8MReported net assets$10,759,009
Participants176
Provider compensation$41.3K2 Schedule C row(s)$41,268
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240612123647NAL0029249921001
Plan sponsor
Med James, Inc.
EIN
43-1067127
Plan number
001
Location
Shawnee Mission, KS
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.8M total assets
Net assets$10.8MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$323.1K
Participant$683.5K
Full reported line items
Total assets (EOY)
$10,759,009
Total liabilities (EOY)
$0
Net assets (EOY)
$10,759,009
Employer contributions
$323,050
Participant contributions
$683,469
Total income / additions
$2,644,383
Benefits paid
$2,054,500
Administrative expenses
$41,268
Total expenses
$2,095,768
Net increase / (decrease)
$548,615
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $21.1K · Indirect $0
  2. 2
    ADVISOR · Direct $20.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240612123647NAL0029249921001 cover?
It is the 2023 Form 5500 filing for Med James, Inc. Retirement Savings Profit Sharing Plan, reported by Med James, Inc. (EIN 43-1067127).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages