2023 Form 5500 filing — Pd Systems Group Medical 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 20240712091407NAL0037383394001) for Pd Systems Group Medical Plan, reported by Pd Systems, LLC under EIN 26-0803425 and plan number 502. It reports 42 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$193.7KReported net assets$193,698
Participants42
Provider compensation$14.8K4 Schedule C row(s)$14,834
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240712091407NAL0037383394001
Plan sponsor
Pd Systems, LLC
EIN
26-0803425
Plan number
502
Location
Springfield, VA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

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

Reported balance (end of year)$247.3K total assets
Net assets$193.7KLiabilities$53.6K
Money in vs. money out
Total income / additions$184.1K
Total expenses$157.7K
Benefits paid / distributions$87.7K
Contributions
Employer$123.2K
Participant$56.6K
Full reported line items
Total assets (EOY)
$247,333
Total liabilities (EOY)
$53,635
Net assets (EOY)
$193,698
Employer contributions
$123,153
Participant contributions
$56,552
Total income / additions
$184,137
Benefits paid
$87,721
Administrative expenses
$3,760
Total expenses
$157,654
Net increase / (decrease)
$26,483

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Capital GroupBROKER$7,350not reported in the loaded dataset
Carefirst AdministratorsCARRIER$3,760not reported in the loaded dataset
The Benecon GroupBROKER$2,936not reported in the loaded dataset
Connectcare3, LLCPATIENT ADVOCATE$788not reported in the loaded dataset

Related Form 5500 pages