2023 Form 5500 filing — Mmps Retirement 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 20241015162834NAL0048906224001) for Mmps Retirement Plan, reported by Mountain Medical Physician Specialists, P.C. under EIN 87-0565773 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162834NAL0048906224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mountain Medical Physician Specialists, P.C.
- EIN
- 87-0565773
- Plan number
- 001
- Location
- Murray, UT
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,875,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,875,029
- Employer contributions
- $978,491
- Participant contributions
- $604,107
- Total income / additions
- $4,310,390
- Benefits paid
- $4,194,624
- Administrative expenses
- $32,641
- Total expenses
- $4,227,265
- Net increase / (decrease)
- $83,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $24,038 | $0 |
| Stratos Wealth Partners | INVESTMENT ADVISORY | $21,361 | $4 |
| Empower Annuity Insurance Co | RECORDKEEPER | $0 | $0 |