2023 Form 5500 filing — Prima Care, P. C. 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 20241011152027NAL0011110611001) for Prima Care, P. C. Profit Sharing Plan, reported by Prima Care, P.C. under EIN 04-3286529 and plan number 001. It reports 1,022 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011152027NAL0011110611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Prima Care, P.C.
- EIN
- 04-3286529
- Plan number
- 001
- Location
- Fall River, MA
- Participants
- 1,022
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,236,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,236,100
- Employer contributions
- $1,656,738
- Participant contributions
- $3,688,722
- Total income / additions
- $18,023,271
- Benefits paid
- $4,318,627
- Administrative expenses
- $350,292
- Total expenses
- $4,668,919
- Net increase / (decrease)
- $13,354,352
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plimoth Investment Advisors | NONE | $202,951 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $147,341 | $0 |