2023 Form 5500 filing — Mercer Bucks Orthopaedics, P.C. 401k And 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 20241015113751NAL0028217169001) for Mercer Bucks Orthopaedics, P.C. 401k And Profit Sharing Plan, reported by Mercer Bucks Orthopaedics, P.C. under EIN 22-3572852 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113751NAL0028217169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mercer Bucks Orthopaedics, P.C.
- EIN
- 22-3572852
- Plan number
- 001
- Location
- Hamilton, NJ
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,966,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,966,705
- Participant contributions
- $264,274
- Total income / additions
- $3,044,403
- Benefits paid
- $1,966,724
- Administrative expenses
- $77,762
- Total expenses
- $2,044,486
- Net increase / (decrease)
- $999,917
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cresap Inc. | INVESTMENT ADISOR | $25,086 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $13,155 | $0 |
| Futureplan By Ascensus | CONTRACT ADMIN | $1,445 | not reported in the loaded dataset |
| Contnental Benefits Group Inc | CONTRACT ADMIN | $0 | not reported in the loaded dataset |