2023 Form 5500 filing — Millennium Physician Group 401(K) 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 20240813093744NAL0010422577001) for Millennium Physician Group 401(K) Plan & Trust, reported by Millennium Physician Group, LLC under EIN 26-2909414 and plan number 001. It reports 3,925 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813093744NAL0010422577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Millennium Physician Group, LLC
- EIN
- 26-2909414
- Plan number
- 001
- Location
- Fort Myers, FL
- Participants
- 3,925
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $158,586,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $158,586,098
- Employer contributions
- $10,756,105
- Participant contributions
- $16,854,653
- Total income / additions
- $51,550,269
- Benefits paid
- $16,327,488
- Administrative expenses
- $370,438
- Total expenses
- $16,693,430
- Net increase / (decrease)
- $34,856,839
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $325,139 | $0 |
| Millennium Physician | ACCOUNTANT | $6,534 | $35,516 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $38,765 | $235 |