2023 Form 5500 filing — Midwest Physicians Alliance, Inc. 401(K) 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 20241014164459NAL0046853344001) for Midwest Physicians Alliance, Inc. 401(K) Profit Sharing Plan, reported by Midwest Physicians Alliance, Inc. under EIN 36-4148387 and plan number 001. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014164459NAL0046853344001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midwest Physicians Alliance, Inc.
- EIN
- 36-4148387
- Plan number
- 001
- Location
- Palos Park, IL
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,642,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,642,381
- Employer contributions
- $1,679,225
- Participant contributions
- $1,115,975
- Total income / additions
- $17,018,842
- Benefits paid
- $2,747,322
- Administrative expenses
- $73,317
- Total expenses
- $2,820,639
- Net increase / (decrease)
- $14,198,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wintrust Investments, LLC | ADVISOR | $70,936 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $2,521 | $0 |