2023 Form 5500 filing — Mid-Atlantic Permanente Medical Group, P.C. 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 20241003133755NAL0004887667001) for Mid-Atlantic Permanente Medical Group, P.C. 401(K) Plan, reported by Mid-Atlantic Permanente Medical Group, Pc under EIN 52-1196226 and plan number 002. It reports 2,536 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003133755NAL0004887667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mid-Atlantic Permanente Medical Group, Pc
- EIN
- 52-1196226
- Plan number
- 002
- Location
- Rockville, MD
- Participants
- 2,536
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $955,550,549
- Total liabilities (EOY)
- $4,492
- Net assets (EOY)
- $955,546,057
- Employer contributions
- $24,141,131
- Participant contributions
- $49,554,298
- Total income / additions
- $231,029,437
- Benefits paid
- $42,900,548
- Administrative expenses
- $28,900
- Total expenses
- $42,965,150
- Net increase / (decrease)
- $188,064,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $299,592 | not reported in the loaded dataset |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $34,400 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$292,305 | $0 |