Square Care Medical Group, Llp 401(K) Plan — Form 5500 plan (Square Care Medical Group, Llp)

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, Square Care Medical Group, Llp 401(K) Plan is a benefit plan reported by Square Care Medical Group, Llp under EIN 20-2652680 and plan number 001. The latest loaded filing year is 2023. The filing reports 349 participants and $27,385,199 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Square Care Medical Group, Llp
EIN
20-2652680
Plan number
001
Plan type
2
Location
Westbury, NY
Latest filing year
2023
Participants
349
End-of-year plan assets
$27,385,199

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023349H, C20241009083831NAL0010440515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,385,199
Total liabilities (EOY)
$10,385
Net assets (EOY)
$27,374,814
Net assets (BOY)
$23,370,384

Income & contributions

Employer contributions
$1,601,971
Participant contributions
$1,288,359
Total contributions
$2,972,174
Total income / additions
$6,756,314

Expenses & distributions

Benefits paid
$2,524,512
Administrative expenses
$65,546
Total expenses
$2,616,330
Net increase / (decrease)
$4,139,984

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mvp Plan Administrators, Inc.RECORDKEEPER$42,485not reported in the loaded dataset2023
Gordon Asset ManagementADVISOR$18,500not reported in the loaded dataset2023

Related Form 5500 pages