2023 Form 5500 filing — 401k Profit Sharing Plan For Employees Of Medamerica, Inc.
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 20241014185910NAL0015444163001) for 401k Profit Sharing Plan For Employees Of Medamerica, Inc., reported by Vituity under EIN 94-2629764 and plan number 013. It reports 6,232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014185910NAL0015444163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vituity
- EIN
- 94-2629764
- Plan number
- 013
- Location
- Emeryville, CA
- Participants
- 6,232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,814,037,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,814,037,378
- Employer contributions
- $85,030,842
- Participant contributions
- $59,297,353
- Total income / additions
- $548,843,139
- Benefits paid
- $88,563,494
- Administrative expenses
- $3,916,372
- Total expenses
- $92,479,866
- Net increase / (decrease)
- $456,363,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Services | TRUSTEE | $2,359,863 | not reported in the loaded dataset |
| Medamerica Inc | PLAN ADMINSTRATOR | $1,556,509 | not reported in the loaded dataset |