2023 Form 5500 filing — Phymed Management, LLC 401(K) 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 20240731132946NAL0022305041001) for Phymed Management, LLC 401(K) Profit Sharing Plan, reported by Phymed Management, LLC under EIN 62-1711369 and plan number 002. It reports 1,197 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731132946NAL0022305041001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Phymed Management, LLC
- EIN
- 62-1711369
- Plan number
- 002
- Location
- Nashville, TN
- Participants
- 1,197
- Schedules available
- Schedule I, 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
- $0
- Total income / additions
- $204
- Benefits paid
- $401
- Administrative expenses
- $381
- Total expenses
- $782
- Net increase / (decrease)
- -$578
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Traverse LLC | CONSULTANT | $278,398 | not reported in the loaded dataset |
| Bass, Berry & Sims Plc | ATTORNEY/LEGAL | $49,530 | not reported in the loaded dataset |
| Lbmc, Pc | ACCOUNTANT/AUDITOR | $46,500 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $12,350 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$61,452 | $0 |