Mercer Bucks Orthopaedics, P.C. 401k And Profit Sharing Plan — Form 5500 plan (Mercer Bucks Orthopaedics, P.C.)
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 Orthopaedics, P.C. 401k And Profit Sharing Plan is a benefit plan reported by Mercer Bucks Orthopaedics, P.C. under EIN 22-3572852 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $15,966,705 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mercer Bucks Orthopaedics, P.C.
- EIN
- 22-3572852
- Plan number
- 001
- Plan type
- 2
- Location
- Hamilton, NJ
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $15,966,705
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20241015113751NAL0028217169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,966,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,966,705
- Net assets (BOY)
- $14,966,788
Income & contributions
- Participant contributions
- $264,274
- Total contributions
- $808,621
- Total income / additions
- $3,044,403
Expenses & distributions
- Benefits paid
- $1,966,724
- Administrative expenses
- $77,762
- Total expenses
- $2,044,486
- Net increase / (decrease)
- $999,917
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cresap Inc. | INVESTMENT ADISOR | $25,086 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $13,155 | $0 | 2023 |
| Futureplan By Ascensus | CONTRACT ADMIN | $1,445 | not reported in the loaded dataset | 2023 |
| Contnental Benefits Group Inc | CONTRACT ADMIN | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mercer Bucks Orthopaedics, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hamilton, NJ
- Cresap Inc. — Schedule C compensation
- Capital Group Retirement Plan Svcs — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Contnental Benefits Group Inc — Schedule C compensation