2023 Form 5500 filing — Middleton Family Medicine Urgent Care, LLC 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 20241009153130NAL0019535697001) for Middleton Family Medicine Urgent Care, LLC 401(K) Plan, reported by Middleton Family Medicine Urgent Care, LLC under EIN 47-1566157 and plan number 002. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009153130NAL0019535697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Middleton Family Medicine Urgent Care, LLC
- EIN
- 47-1566157
- Plan number
- 002
- Location
- Middleton, MA
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,419,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,419,281
- Employer contributions
- $549,978
- Participant contributions
- $683,744
- Total income / additions
- $2,613,892
- Benefits paid
- $393,196
- Administrative expenses
- $32,874
- Total expenses
- $437,660
- Net increase / (decrease)
- $2,176,232
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $17,596 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,958 | $0 |
| Compass 360 | OTHER | $3,519 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,900 | $0 |
| Compass Retirement Consulting Group | CONTRACT ADMIN | $1,575 | $0 |