2023 Form 5500 filing — Medical Association Of Georgia Multiple Employer 401(K) Profit Sharing 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 20250424164338NAL0004363059001) for Medical Association Of Georgia Multiple Employer 401(K) Profit Sharing Plan, reported by Medical Association Of Georgia under EIN 58-0605267 and plan number 002. It reports 789 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250424164338NAL0004363059001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Medical Association Of Georgia
- EIN
- 58-0605267
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 789
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,029,314
- Total liabilities (EOY)
- $3,198
- Net assets (EOY)
- $108,026,116
- Employer contributions
- $2,871,867
- Participant contributions
- $3,576,168
- Total income / additions
- $23,096,421
- Benefits paid
- $6,407,890
- Administrative expenses
- $423,223
- Total expenses
- $6,831,113
- Net increase / (decrease)
- $16,265,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Global Advisors, Inc | NONE | $98,299 | not reported in the loaded dataset |
| Acg Wealth, Inc. | NONE | $90,615 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $80,531 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $43,626 | not reported in the loaded dataset |
| Mercer Global Advisors Inc | NONE | $36,704 | not reported in the loaded dataset |
| Cambridge Investment Research | NONE | $29,137 | not reported in the loaded dataset |
| Fisher Investments | NONE | $24,050 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $7,323 | $0 |
| Bluechip Wealth Advisors | NONE | $6,208 | not reported in the loaded dataset |