2023 Form 5500 filing — Medical Associates Of Brevard, LLC 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 20250416110930NAL0002189715001) for Medical Associates Of Brevard, LLC 401(K) Plan, reported by Medical Associates Of Brevard, LLC under EIN 59-3360315 and plan number 001. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250416110930NAL0002189715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medical Associates Of Brevard, LLC
- EIN
- 59-3360315
- Plan number
- 001
- Location
- Melbourne, FL
- Participants
- 292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,920,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,920,970
- Employer contributions
- $769,235
- Participant contributions
- $1,826,068
- Total income / additions
- $8,636,173
- Benefits paid
- $2,365,527
- Administrative expenses
- $79,362
- Total expenses
- $2,444,889
- Net increase / (decrease)
- $6,191,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Managmen | INVESTMENT ADVISOR | $65,545 | not reported in the loaded dataset |
| Carpenter Morse Group | CONTRACT ADMIN | $24,015 | not reported in the loaded dataset |
| Cliftonlastson Allen, Llp | OTHER | $12,180 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,085 | $0 |