2023 Form 5500 filing — Bryn Mawr Medical Specialists Association 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 20241014124058NAL0044515200001) for Bryn Mawr Medical Specialists Association Profit Sharing Plan, reported by Bryn Mawr Medical Specialists Association under EIN 23-1714249 and plan number 002. It reports 459 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124058NAL0044515200001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bryn Mawr Medical Specialists Association
- EIN
- 23-1714249
- Plan number
- 002
- Location
- Bryn Mawr, PA
- Participants
- 459
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,543,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,543,221
- Employer contributions
- $4,148,106
- Participant contributions
- $2,229,859
- Total income / additions
- $25,984,003
- Benefits paid
- $12,973,588
- Administrative expenses
- $402,829
- Total expenses
- $13,377,428
- Net increase / (decrease)
- $12,606,575
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burke Group | RECORDKEEPER | $248,132 | not reported in the loaded dataset |
| Prime, Bucholtz & Associates | INVESTMENT ADVISOR | $118,691 | not reported in the loaded dataset |
| Newport Trust Company | CUSTODIAN | $36,006 | not reported in the loaded dataset |