2023 Form 5500 filing — Mhlmp, P.C. 401k 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 20241015142717NAL0029973121001) for Mhlmp, P.C. 401k Plan, reported by Meeting House Lane Medical Practice, P.C. under EIN 20-8853938 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142717NAL0029973121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meeting House Lane Medical Practice, P.C.
- EIN
- 20-8853938
- Plan number
- 001
- Location
- Southampton, NY
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,858,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,858,598
- Employer contributions
- $332,206
- Participant contributions
- $748,441
- Total income / additions
- $1,986,023
- Benefits paid
- $1,278,260
- Administrative expenses
- $27,086
- Total expenses
- $1,305,346
- Net increase / (decrease)
- $680,677
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| B Riley Wealth Management | INVESTMENT ADVISOR | $25,836 | not reported in the loaded dataset |
| Pennsylvania Pension Planners, Inc. | TPA | $825 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $650 | $0 |