Middletown Medical, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Middletown Medical, P.C.)

Plain-English plan 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, Middletown Medical, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Middletown Medical, P.C. under EIN 06-1127657 and plan number 001. The latest loaded filing year is 2023. The filing reports 607 participants and $15,900,282 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Middletown Medical, P.C.
EIN
06-1127657
Plan number
001
Plan type
2
Location
Middletown, NY
Latest filing year
2023
Participants
607
End-of-year plan assets
$15,900,282

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023607H, C20241013093613NAL0012373475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,900,282
Total liabilities (EOY)
$95,165
Net assets (EOY)
$15,805,117
Net assets (BOY)
$11,742,921

Income & contributions

Participant contributions
$1,947,690
Total contributions
$2,393,244
Total income / additions
$5,012,784

Expenses & distributions

Benefits paid
$728,963
Administrative expenses
$123,977
Total expenses
$950,588
Net increase / (decrease)
$4,062,196

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$65,910$02023
Axa Advisors, LLCINVESTMENT ADVISORS$58,066$02023

Related Form 5500 pages