2023 Form 5500 filing — Healthmark Medical Group, LLC Dba Healthmark Group, LLC 401(K) P/S 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 20241014100458NAL0045561744002) for Healthmark Medical Group, LLC Dba Healthmark Group, LLC 401(K) P/S Plan, reported by Healthmark Medical Group, LLC Dba Healthmark Group, LLC under EIN 36-4581087 and plan number 001. It reports 470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100458NAL0045561744002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healthmark Medical Group, LLC Dba Healthmark Group, LLC
- EIN
- 36-4581087
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 470
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,970,618
- Net assets (EOY)
- $4,970,618
- Employer contributions
- $362,408
- Participant contributions
- $702,986
- Total income / additions
- $1,810,300
- Benefits paid
- $180,722
- Administrative expenses
- $25,531
- Total expenses
- $206,253
- Net increase / (decrease)
- $1,604,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Securities, Inc. | BROKER | $0 | $35,376 |
| Transamerica Retirement Solutions | RECORDKEEPER | $17,740 | $0 |
| Pai | TPA | $7,282 | not reported in the loaded dataset |