Mercy Flight, Inc. 401(K) Plan — Form 5500 plan (Mercy Flight, Inc.)
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, Mercy Flight, Inc. 401(K) Plan is a benefit plan reported by Mercy Flight, Inc. under EIN 22-2560963 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $6,448,740 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mercy Flight, Inc.
- EIN
- 22-2560963
- Plan number
- 001
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $6,448,740
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20240808122131NAL0008637024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,448,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,448,740
- Net assets (BOY)
- $4,999,571
Income & contributions
- Employer contributions
- $316,899
- Participant contributions
- $736,246
- Total contributions
- $1,136,560
- Total income / additions
- $1,974,560
Expenses & distributions
- Benefits paid
- $486,296
- Administrative expenses
- $39,095
- Total expenses
- $525,391
- Net increase / (decrease)
- $1,449,169
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $28,698 | $0 | 2023 |
| Lawley Retirement Advisors LLC | INVESTMENT ADVISOR | $12,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,130 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mercy Flight, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Lawley Retirement Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation