2023 Form 5500 filing — Partnermd Employees Retirement 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 20240911080234NAL0006761361001) for Partnermd Employees Retirement Plan, reported by Partnermd, LLC under EIN 35-2187337 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.4MReported net assets$16,409,922
Participants179
Provider compensation$54.3K4 Schedule C row(s)$54,257
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240911080234NAL0006761361001
Plan sponsor
Partnermd, LLC
EIN
35-2187337
Plan number
001
Location
Richmond, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.4M total assets
Net assets$16.4MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$489.1K
Participant$1.1M
Full reported line items
Total assets (EOY)
$16,409,922
Total liabilities (EOY)
$0
Net assets (EOY)
$16,409,922
Employer contributions
$489,099
Participant contributions
$1,108,690
Total income / additions
$4,478,250
Benefits paid
$1,401,450
Administrative expenses
$53,225
Total expenses
$1,454,675
Net increase / (decrease)
$3,023,575
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $24.9K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $21.2K
  3. 3
    INVESTMENT ADVISOR · Direct $6.7K
  4. 4
    INVESTMENT MGMT · Direct $1.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240911080234NAL0006761361001 cover?
It is the 2023 Form 5500 filing for Partnermd Employees Retirement Plan, reported by Partnermd, LLC (EIN 35-2187337).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages