2023 Form 5500 filing — Premier Medical Group 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 20241122124734NAL0001097507001) for Premier Medical Group Profit Sharing Plan, reported by Premier Medical Group under EIN 14-1536357 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241122124734NAL0001097507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premier Medical Group
- EIN
- 14-1536357
- Plan number
- 001
- Location
- Poughkeepsie, NY
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,302,299
- Total liabilities (EOY)
- $21
- Net assets (EOY)
- $15,302,278
- Employer contributions
- $165,843
- Participant contributions
- $476,055
- Total income / additions
- $3,508,194
- Benefits paid
- $201,667
- Administrative expenses
- $1,750
- Total expenses
- $207,459
- Net increase / (decrease)
- $3,300,735
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment | ADVISOR | $0 | $16,107 |
| Northwestern Mutual Investment | ADVISOR | $0 | $11,738 |
| Fidelity Investments Institutional | RECORDKEEPER | $8,825 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,088 | $0 |