2023 Form 5500 filing — Millennium Physicians Association, 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 20250203180600NAL0007249473001) for Millennium Physicians Association, Pllc 401(K) Plan, reported by Millennium Physicians Association, Pllc under EIN 76-0528826 and plan number 002. It reports 395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203180600NAL0007249473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Millennium Physicians Association, Pllc
- EIN
- 76-0528826
- Plan number
- 002
- Location
- The Woodlands, TX
- Participants
- 395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,703,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,703,966
- Employer contributions
- $715,042
- Participant contributions
- $1,440,861
- Total income / additions
- $4,569,616
- Benefits paid
- $797,747
- Administrative expenses
- $90,055
- Total expenses
- $891,836
- Net increase / (decrease)
- $3,677,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Ann Ins Company | RECORDKEEPER | $43,681 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $27,154 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $5,870 | $10,000 |
| Empower Advisor Group | INVESTMENT MGMT | $12,126 | not reported in the loaded dataset |