2023 Form 5500 filing — Premier Integrated Medical Associates, Ltd. 401(K) Profit Sharing 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 20241001210304NAL0004350371001) for Premier Integrated Medical Associates, Ltd. 401(K) Profit Sharing Plan, reported by Premier Integrated Medical Associates, Ltd. under EIN 31-1422758 and plan number 001. It reports 317 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)$33.8MReported net assets$33,826,957
Participants317
Provider compensation$29.3K2 Schedule C row(s)$29,250
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001210304NAL0004350371001
Plan sponsor
Premier Integrated Medical Associates, Ltd.
EIN
31-1422758
Plan number
001
Location
Cincinnati, OH
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)$33.8M total assets
Net assets$33.8MLiabilities$0
Money in vs. money out
Total income / additions$7.7M
Total expenses$4.5M
Benefits paid / distributions$4.4M
Contributions
Employer$726.7K
Participant$1.1M
Full reported line items
Total assets (EOY)
$33,826,957
Total liabilities (EOY)
$0
Net assets (EOY)
$33,826,957
Employer contributions
$726,735
Participant contributions
$1,074,314
Total income / additions
$7,703,461
Benefits paid
$4,442,152
Administrative expenses
$29,250
Total expenses
$4,471,402
Net increase / (decrease)
$3,232,059
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $18.1K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $11.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001210304NAL0004350371001 cover?
It is the 2023 Form 5500 filing for Premier Integrated Medical Associates, Ltd. 401(K) Profit Sharing Plan, reported by Premier Integrated Medical Associates, Ltd. (EIN 31-1422758).
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