2023 Form 5500 filing — Medicus 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 20240924101909NAL0025904002001) for Medicus 401(K) Plan, reported by Medicus Management Services, LLC under EIN 26-1598794 and plan number 001. It reports 387 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)$21.1MReported net assets$21,090,246
Participants387
Provider compensation$109.6K2 Schedule C row(s)$109,626
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924101909NAL0025904002001
Plan sponsor
Medicus Management Services, LLC
EIN
26-1598794
Plan number
001
Location
Windham, NH
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)$21.1M total assets
Net assets$21.1MLiabilities$0
Money in vs. money out
Total income / additions$6.5M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$1M
Participant$1.9M
Full reported line items
Total assets (EOY)
$21,090,246
Total liabilities (EOY)
$0
Net assets (EOY)
$21,090,246
Employer contributions
$1,049,222
Participant contributions
$1,895,177
Total income / additions
$6,520,326
Benefits paid
$2,007,064
Administrative expenses
$109,626
Total expenses
$2,110,137
Net increase / (decrease)
$4,410,189
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $69.9K
  2. 2
    RECORDKEEPER · Direct $39.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924101909NAL0025904002001 cover?
It is the 2023 Form 5500 filing for Medicus 401(K) Plan, reported by Medicus Management Services, LLC (EIN 26-1598794).
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