2023 Form 5500 filing — Crouse Medical Practice, Pllc 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 20250106153601NAL0004522675001) for Crouse Medical Practice, Pllc 401(K) Plan, reported by Crouse Medical Practice, Pllc under EIN 80-0548096 and plan number 001. It reports 526 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250106153601NAL0004522675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crouse Medical Practice, Pllc
- EIN
- 80-0548096
- Plan number
- 001
- Location
- Syracuse, NY
- Participants
- 526
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,165,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,165,338
- Employer contributions
- $1,148,462
- Participant contributions
- $2,413,500
- Total income / additions
- $9,557,956
- Benefits paid
- $2,646,467
- Administrative expenses
- $13,279
- Total expenses
- $2,682,937
- Net increase / (decrease)
- $6,875,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bpas | TPA | $1,263 | $14,858 |
| Morningstar Investment Mgmt LLC | ADVISOR | $0 | $3,843 |
| Voya Retirement Ins & Annuity Co | SERVICE PROVIDER | $3,001 | not reported in the loaded dataset |
| Morningstar Investment Mgmt | ADVISOR | $3,001 | not reported in the loaded dataset |