2023 Form 5500 filing — Symphony Medical Pc 401(K) Profit Sharing Plan & 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 20240725073932NAL0023528672001) for Symphony Medical Pc 401(K) Profit Sharing Plan & Trust, reported by Symphony Medical Pc under EIN 47-1235609 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725073932NAL0023528672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Symphony Medical Pc
- EIN
- 47-1235609
- Plan number
- 001
- Location
- Dobbs Ferry, NY
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,879,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,879,220
- Employer contributions
- $402,957
- Participant contributions
- $872,771
- Total income / additions
- $2,303,186
- Benefits paid
- $539,441
- Administrative expenses
- $16,413
- Total expenses
- $614,995
- Net increase / (decrease)
- $1,688,191
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $11,192 | not reported in the loaded dataset |