2023 Form 5500 filing — Harmonycares 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 20250227113308NAL0002187697001) for Harmonycares 401(K) Plan, reported by U.S. Medical Management LLC under EIN 38-3153946 and plan number 001. It reports 2,407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$56MReported net assets$56,031,737
Participants2.4K2,407
Provider compensation$252.1K3 Schedule C row(s)$252,079
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250227113308NAL0002187697001
Plan sponsor
U.S. Medical Management LLC
EIN
38-3153946
Plan number
001
Location
Troy, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$56M total assets
Net assets$56MLiabilities$0
Money in vs. money out
Total income / additions$13.7M
Total expenses$7.1M
Benefits paid / distributions$6.8M
Contributions
Employer$1.3M
Participant$5.5M
Full reported line items
Total assets (EOY)
$56,031,737
Total liabilities (EOY)
$0
Net assets (EOY)
$56,031,737
Employer contributions
$1,332,890
Participant contributions
$5,539,712
Total income / additions
$13,710,012
Benefits paid
$6,796,069
Administrative expenses
$241,794
Total expenses
$7,116,984
Net increase / (decrease)
$6,593,028
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $127.9K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $96.9K
  3. 3
    INVESTMENT ADVISOR · Direct $27.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250227113308NAL0002187697001 cover?
It is the 2023 Form 5500 filing for Harmonycares 401(K) Plan, reported by U.S. Medical Management LLC (EIN 38-3153946).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages