2023 Form 5500 filing — Fort Wayne Medical Oncology And Hematology, Inc. 401(K) 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 20240819112425NAL0001550225001) for Fort Wayne Medical Oncology And Hematology, Inc. 401(K) Plan, reported by Fort Wayne Medical Oncology And Hematology, Inc. under EIN 35-1400631 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819112425NAL0001550225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fort Wayne Medical Oncology And Hematology, Inc.
- EIN
- 35-1400631
- Plan number
- 001
- Location
- Fort Wayne, IN
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,307,597
- Total liabilities (EOY)
- $90
- Net assets (EOY)
- $35,307,507
- Employer contributions
- $415,232
- Participant contributions
- $935,407
- Total income / additions
- $5,957,025
- Benefits paid
- $407,742
- Administrative expenses
- $127,678
- Total expenses
- $535,420
- Net increase / (decrease)
- $5,421,605
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Galecki Financial | BROKERAGE INVEST ADVISOR | $66,342 | not reported in the loaded dataset |
| Ascensus Consulting | RECORDKEEPER | $26,278 | $0 |
| Charles Schwab Bank | CUSTODIAL | $16,318 | $0 |
| Vestia Advisors LLC | BROKERAGE INVEST ADVISOR | $7,020 | not reported in the loaded dataset |
| Phillips Financial Management | BROKERAGE INVESTMENT ADVI | $1,970 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | BROKERAGE | $854 | $0 |