Mercer Bucks Cardiology 401(K) Plan — Form 5500 plan (Mercer Bucks Cardiology, Pa)
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, Mercer Bucks Cardiology 401(K) Plan is a benefit plan reported by Mercer Bucks Cardiology, Pa under EIN 22-3505477 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$0Plan net assets, end of year
Participants169Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$5.5K2 Schedule C provider row(s)$5,481
- Plan sponsor
- Mercer Bucks Cardiology, Pa
- EIN
- 22-3505477
- Plan number
- 001
- Plan type
- 2
- Location
- Newtown, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20241203143441NAL0002795009001 |
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.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $30,081,308
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,494,450
Expenses & distributions
- Benefits paid
- $31,558,358
- Administrative expenses
- $17,400
- Total expenses
- $31,575,758
- Net increase / (decrease)
- -$30,081,308
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.
Benefits paid ÷ total income2112%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Red Bank Pension Services, Inc. | TPA | $0 | $5,052 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $429 | 2023 |