2023 Form 5500 filing — Mercy Medical Transportation, Inc. 401(K) 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 20241014195324NAL0013802835001) for Mercy Medical Transportation, Inc. 401(K) Plan, reported by Mercy Medical Transportation, Inc. under EIN 33-0591630 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014195324NAL0013802835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mercy Medical Transportation, Inc.
- EIN
- 33-0591630
- Plan number
- 001
- Location
- Valley Center, CA
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,849,394
- Net assets (EOY)
- $4,849,394
- Employer contributions
- $113,968
- Participant contributions
- $172,955
- Total income / additions
- $917,506
- Benefits paid
- $1,189,541
- Administrative expenses
- $8,094
- Total expenses
- $1,200,766
- Net increase / (decrease)
- -$283,260
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Campbell Albrecht | TPA | $13,199 | $2,490 |
| Empower Advisory Group, LLC | INVSETMENT MGMT | $1,224 | $0 |
| Empower Annuity Ins Of America | RECORDKEEPER | $1,214 | $0 |