2023 Form 5500 filing — Medical Associates Of The Lehigh Valley Pc Retirement & Savings 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 20241014095049NAL0045527104001) for Medical Associates Of The Lehigh Valley Pc Retirement & Savings Plan, reported by Medical Associates Of The Lehigh Valley, P.C. under EIN 23-2745779 and plan number 001. It reports 225 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)$39.4MReported net assets$39,415,039
Participants225
Provider compensation$16.1K2 Schedule C row(s)$16,150
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014095049NAL0045527104001
Plan sponsor
Medical Associates Of The Lehigh Valley, P.C.
EIN
23-2745779
Plan number
001
Location
Allentown, PA
Received date
not reported in the loaded dataset
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)$39.4M total assets
Net assets$39.4MLiabilities$0
Money in vs. money out
Total income / additions$7.4M
Total expenses$3M
Benefits paid / distributions$3M
Contributions
Employer$954.1K
Participant$1.4M
Full reported line items
Total assets (EOY)
$39,415,039
Total liabilities (EOY)
$0
Net assets (EOY)
$39,415,039
Employer contributions
$954,129
Participant contributions
$1,408,443
Total income / additions
$7,414,914
Benefits paid
$2,977,232
Administrative expenses
$17,100
Total expenses
$2,996,971
Net increase / (decrease)
$4,417,943
Schedule C

Reported service provider compensation

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

  1. 1
    CONSULTANT · Direct $14.8K
  2. 2
    RECORDKEEPER · Direct $1.4K · Indirect $0

Related Form 5500 pages