Health Dynamics Profit Sharing Plan — Form 5500 plan (Health Dynamics Physicians Sc)

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, Health Dynamics Profit Sharing Plan is a benefit plan reported by Health Dynamics Physicians Sc under EIN 20-5272767 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,602,522 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Health Dynamics Physicians Sc
EIN
20-5272767
Plan number
001
Plan type
2
Location
Glendale, WI
Latest filing year
2023
Participants
7
End-of-year plan assets
$1,602,522

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237I20240522154823NAL0001920771001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,602,522
Total liabilities (EOY)
$0
Net assets (EOY)
$1,602,522
Net assets (BOY)
$3,492,892

Income & contributions

Employer contributions
$153,148
Participant contributions
$55,677
Total income / additions
$664,081

Expenses & distributions

Benefits paid
$2,554,376
Administrative expenses
$75
Total expenses
$2,554,451
Net increase / (decrease)
-$1,890,370

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages