Bryn Mawr Medical Specialists Association Profit Sharing Plan — Form 5500 plan (Bryn Mawr Medical Specialists Association)
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, Bryn Mawr Medical Specialists Association Profit Sharing Plan is a benefit plan reported by Bryn Mawr Medical Specialists Association under EIN 23-1714249 and plan number 002. The latest loaded filing year is 2023. The filing reports 459 participants and $130,543,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bryn Mawr Medical Specialists Association
- EIN
- 23-1714249
- Plan number
- 002
- Plan type
- 2
- Location
- Bryn Mawr, PA
- Latest filing year
- 2023
- Participants
- 459
- End-of-year plan assets
- $130,543,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 459 | H, C | 20241014124058NAL0044515200001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,543,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,543,221
- Net assets (BOY)
- $117,936,646
Income & contributions
- Employer contributions
- $4,148,106
- Participant contributions
- $2,229,859
- Total contributions
- $6,377,965
- Total income / additions
- $25,984,003
Expenses & distributions
- Benefits paid
- $12,973,588
- Administrative expenses
- $402,829
- Total expenses
- $13,377,428
- Net increase / (decrease)
- $12,606,575
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burke Group | RECORDKEEPER | $248,132 | not reported in the loaded dataset | 2023 |
| Prime, Bucholtz & Associates | INVESTMENT ADVISOR | $118,691 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | CUSTODIAN | $36,006 | not reported in the loaded dataset | 2023 |