2023 Form 5500 filing — Coffee Medical Group, LLC Dba Unity Medical Center 401(K) 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 20241213133603NAL0013714705001) for Coffee Medical Group, LLC Dba Unity Medical Center 401(K) Plan, reported by Coffee Medical Group, LLC under EIN 46-0485169 and plan number 101. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213133603NAL0013714705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coffee Medical Group, LLC
- EIN
- 46-0485169
- Plan number
- 101
- Location
- Manchester, TN
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,977,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,977,323
- Employer contributions
- $263,737
- Participant contributions
- $463,854
- Total income / additions
- $1,289,831
- Benefits paid
- $615,532
- Administrative expenses
- $4,588
- Total expenses
- $620,120
- Net increase / (decrease)
- $669,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | NONE | $2,567 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $1,158 |
| Tag Resources, LLC | NONE | $1,054 | $0 |
| Milliman, Inc. | NONE | $967 | not reported in the loaded dataset |
| Baird | NONE | $0 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | NONE | $0 | $0 |