2023 Form 5500 filing — Medcare South 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 20241010142309NAL0020312593003) for Medcare South 401(K) Plan, reported by Medcare South, LLC under EIN 20-1353960 and plan number 001. It reports 462 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010142309NAL0020312593003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medcare South, LLC
- EIN
- 20-1353960
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 462
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,303,727
- Total liabilities (EOY)
- $28,484
- Net assets (EOY)
- $15,275,243
- Participant contributions
- $399,880
- Total income / additions
- $2,660,513
- Benefits paid
- $1,634,176
- Administrative expenses
- $111,632
- Total expenses
- $1,781,923
- Net increase / (decrease)
- $878,590
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $59,011 | $0 |
| Pensionmark Financial Group | INVESTMENT ADVISOR | $36,371 | not reported in the loaded dataset |
| Windham Brannon LLC | AUDITOR | $16,250 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |