Monmouth Cardiology Associates, LLC 401(K) Plan — Form 5500 plan (Monmouth Cardiology Associates, LLC)

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, Monmouth Cardiology Associates, LLC 401(K) Plan is a benefit plan reported by Monmouth Cardiology Associates, LLC under EIN 22-3460933 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $45,727,053 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Monmouth Cardiology Associates, LLC
EIN
22-3460933
Plan number
002
Plan type
2
Location
Eatontown, NJ
Latest filing year
2023
Participants
165
End-of-year plan assets
$45,727,053

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20240228094431NAL0015478080001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,727,053
Total liabilities (EOY)
$0
Net assets (EOY)
$45,727,053
Net assets (BOY)
$47,033,072

Income & contributions

Employer contributions
$1,283,420
Participant contributions
$815,471
Total contributions
$2,107,713
Total income / additions
$8,739,425

Expenses & distributions

Benefits paid
$9,855,500
Administrative expenses
$189,944
Total expenses
$10,045,444
Net increase / (decrease)
-$1,306,019

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
George Mckelvey Co., Inc.ADVISOR$0$02023

Related Form 5500 pages