Endwell Family Physicians, L.L.P. Profit Sharing 401(K) Plan — Form 5500 plan (Endwell Family Physicians, L.L.P.)
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, Endwell Family Physicians, L.L.P. Profit Sharing 401(K) Plan is a benefit plan reported by Endwell Family Physicians, L.L.P. under EIN 16-1135059 and plan number 002. The latest loaded filing year is 2023. The filing reports 116 participants and $26,414,189 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$26.4MPlan net assets, end of year$26,414,189
Participants116Covered participants reported
Assets / participant$227.7KComputed: assets ÷ participants$227,709 (computed)
Provider compensation$45.5K2 Schedule C provider row(s)$45,537
- Plan sponsor
- Endwell Family Physicians, L.L.P.
- EIN
- 16-1135059
- Plan number
- 002
- Plan type
- 2
- Location
- Endwell, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H, C | 20241009135745NAL0018487249001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$26.4M total assets
Net assets$26.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $26,414,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,414,189
- Net assets (BOY)
- $22,304,528
Income & contributions
- Employer contributions
- $380,619
- Participant contributions
- $501,812
- Total contributions
- $882,431
- Total income / additions
- $4,486,859
Expenses & distributions
- Benefits paid
- $330,006
- Administrative expenses
- $47,192
- Total expenses
- $377,198
- Net increase / (decrease)
- $4,109,661
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
43%57%
Employer 43%Participant 57%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income7%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $46,412 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$875 | $0 | 2023 |