2023 Form 5500 filing — Preferred Medical Marketing Corporation 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 20241011123006NAL0044288386001) for Preferred Medical Marketing Corporation 401(K) Plan, reported by Preferred Medical Marketing Corporation under EIN 56-1544376 and plan number 002. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.1MReported net assets$13,055,303
Participants151
Provider compensation$11.6K2 Schedule C row(s)$11,586
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011123006NAL0044288386001
Plan sponsor
Preferred Medical Marketing Corporation
EIN
56-1544376
Plan number
002
Location
Charlotte, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.1M total assets
Net assets$13.1MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$659K
Participant$1M
Full reported line items
Total assets (EOY)
$13,055,303
Total liabilities (EOY)
$0
Net assets (EOY)
$13,055,303
Employer contributions
$658,953
Participant contributions
$1,006,116
Total income / additions
$3,749,297
Benefits paid
$1,349,413
Administrative expenses
$11,586
Total expenses
$1,360,999
Net increase / (decrease)
$2,388,298
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $7.8K
  2. 2
    RECORDKEEPER · Direct $3.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011123006NAL0044288386001 cover?
It is the 2023 Form 5500 filing for Preferred Medical Marketing Corporation 401(K) Plan, reported by Preferred Medical Marketing Corporation (EIN 56-1544376).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages