2023 Form 5500 filing — Murfreesboro Medical Clinic P.A. Restated Employee Savings And 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 20241007153733NAL0009016291001) for Murfreesboro Medical Clinic P.A. Restated Employee Savings And Profit Sharing Plan, reported by Murfreesboro Medical Clinic, P.A. under EIN 62-0864163 and plan number 002. It reports 789 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007153733NAL0009016291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Murfreesboro Medical Clinic, P.A.
- EIN
- 62-0864163
- Plan number
- 002
- Location
- Murfreesboro, TN
- Participants
- 789
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,229,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,229,720
- Employer contributions
- $3,833,749
- Participant contributions
- $3,575,252
- Total income / additions
- $20,414,601
- Benefits paid
- $5,772,358
- Administrative expenses
- $236,156
- Total expenses
- $6,008,514
- Net increase / (decrease)
- $14,406,087
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY CLIENT | $136,156 | $0 |
| Resources Investment Advisor | RETAINED BY CLIENT | $50,000 | not reported in the loaded dataset |
| One Digital Investment Advisors | RETAINED BY CLIENT | $50,000 | not reported in the loaded dataset |