2023 Form 5500 filing — Medcare Equipment Company, LLC 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 20241015080259NAL0014221315001) for Medcare Equipment Company, LLC 401(K) Plan, reported by Medcare Equipment Company, LLC under EIN 26-1361520 and plan number 001. It reports 406 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080259NAL0014221315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medcare Equipment Company, LLC
- EIN
- 26-1361520
- Plan number
- 001
- Location
- Greensburg, PA
- Participants
- 406
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,546,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,546,895
- Employer contributions
- $801,555
- Participant contributions
- $972,515
- Total income / additions
- $4,577,885
- Benefits paid
- $1,907,078
- Administrative expenses
- $48,580
- Total expenses
- $1,955,658
- Net increase / (decrease)
- $2,622,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $42,654 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $5,926 | not reported in the loaded dataset |