2023 Form 5500 filing — Pennsylvania Medical Society 401(K) Retirement Savings 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 20240829140406NAL0006487939001) for Pennsylvania Medical Society 401(K) Retirement Savings Plan, reported by Pennsylvania Medical Society under EIN 23-1570227 and plan number 002. It reports 110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829140406NAL0006487939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pennsylvania Medical Society
- EIN
- 23-1570227
- Plan number
- 002
- Location
- Mechanicsburg, PA
- Participants
- 110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,843,438
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,843,438
- Employer contributions
- $613,338
- Participant contributions
- $506,376
- Total income / additions
- $4,003,934
- Benefits paid
- $4,832,464
- Administrative expenses
- $18,613
- Total expenses
- $4,851,077
- Net increase / (decrease)
- -$847,143
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conrad Siegel | NONE | $12,147 | not reported in the loaded dataset |
| Conrad Siegel Investment Advisors | NONE | $6,466 | not reported in the loaded dataset |
| Jp Morgan Investment Inc | NONE | $0 | $0 |
| Fidelity & Research Company | NONE | $0 | $0 |
| American Century Investment Inc | NONE | $0 | $0 |