2023 Form 5500 filing — Primary Partnercare Physicians, Pllc 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 20241015130712NAL0048043408001) for Primary Partnercare Physicians, Pllc 401(K) Profit Sharing Plan, reported by Primary Partnercare Physicians, Pllc under EIN 85-1223208 and plan number 001. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130712NAL0048043408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Primary Partnercare Physicians, Pllc
- EIN
- 85-1223208
- Plan number
- 001
- Location
- Great Neck, NY
- Participants
- 116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,861,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,861,524
- Employer contributions
- $796,091
- Participant contributions
- $594,848
- Total income / additions
- $1,740,819
- Benefits paid
- $54,769
- Administrative expenses
- $17,334
- Total expenses
- $72,103
- Net increase / (decrease)
- $1,668,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Innovative Invstmnt Fiduciaries | NONE | $11,221 | $0 |
| Benefit Plans Administrative Svcs | NONE | $6,113 | $0 |