2023 Form 5500 filing — Tri-County Family Medicine, Inc. 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 20240926133244NAL0000451475001) for Tri-County Family Medicine, Inc. Retirement Plan, reported by Tri-County Family Medicine, Inc. under EIN 16-0997545 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926133244NAL0000451475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri-County Family Medicine, Inc.
- EIN
- 16-0997545
- Plan number
- 001
- Location
- Dansville, NY
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,606,979
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,606,979
- Employer contributions
- $248,760
- Participant contributions
- $578,865
- Total income / additions
- $2,012,134
- Benefits paid
- $630,823
- Administrative expenses
- $17,563
- Total expenses
- $648,386
- Net increase / (decrease)
- $1,363,748
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Ins Co Of Ny | RECORDKEEPER | $17,463 | $0 |
| Bia Cosultling, LLC Dba | CONTRACT ADMIN | $100 | not reported in the loaded dataset |