Pennsylvania Medical Society 401(K) Retirement Savings Plan — Form 5500 plan (Pennsylvania Medical Society)
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, Pennsylvania Medical Society 401(K) Retirement Savings Plan is a benefit plan reported by Pennsylvania Medical Society under EIN 23-1570227 and plan number 002. The latest loaded filing year is 2023. The filing reports 110 participants and $15,843,438 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pennsylvania Medical Society
- EIN
- 23-1570227
- Plan number
- 002
- Plan type
- 2
- Location
- Mechanicsburg, PA
- Latest filing year
- 2023
- Participants
- 110
- End-of-year plan assets
- $15,843,438
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 110 | H, C | 20240829140406NAL0006487939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,843,438
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,843,438
- Net assets (BOY)
- $14,164,399
Income & contributions
- Employer contributions
- $613,338
- Participant contributions
- $506,376
- Total contributions
- $1,993,138
- Total income / additions
- $4,003,934
Expenses & distributions
- Benefits paid
- $4,832,464
- Administrative expenses
- $18,613
- Total expenses
- $4,851,077
- Net increase / (decrease)
- -$847,143
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel | NONE | $12,147 | not reported in the loaded dataset | 2023 |
| Conrad Siegel Investment Advisors | NONE | $6,466 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Inc | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pennsylvania Medical Society
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Mechanicsburg, PA
- Conrad Siegel — Schedule C compensation
- Conrad Siegel Investment Advisors — Schedule C compensation
- Jp Morgan Investment Inc — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation
- American Century Investment Inc — Schedule C compensation