2023 Form 5500 filing — Square Care Medical Group, Llp 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 20241009083831NAL0010440515001) for Square Care Medical Group, Llp 401(K) Plan, reported by Square Care Medical Group, Llp under EIN 20-2652680 and plan number 001. It reports 349 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009083831NAL0010440515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Square Care Medical Group, Llp
- EIN
- 20-2652680
- Plan number
- 001
- Location
- Westbury, NY
- Participants
- 349
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,385,199
- Total liabilities (EOY)
- $10,385
- Net assets (EOY)
- $27,374,814
- Employer contributions
- $1,601,971
- Participant contributions
- $1,288,359
- Total income / additions
- $6,756,314
- Benefits paid
- $2,524,512
- Administrative expenses
- $65,546
- Total expenses
- $2,616,330
- Net increase / (decrease)
- $4,139,984
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mvp Plan Administrators, Inc. | RECORDKEEPER | $42,485 | not reported in the loaded dataset |
| Gordon Asset Management | ADVISOR | $18,500 | not reported in the loaded dataset |