Pottstown Medical Specialists, Inc Profit Sharing 401k Plan — Form 5500 plan (Pottstown Medical Specialists, Inc)
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, Pottstown Medical Specialists, Inc Profit Sharing 401k Plan is a benefit plan reported by Pottstown Medical Specialists, Inc under EIN 23-2067171 and plan number 002. The latest loaded filing year is 2023. The filing reports 258 participants and $27,287,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pottstown Medical Specialists, Inc
- EIN
- 23-2067171
- Plan number
- 002
- Plan type
- 2
- Location
- Pottstown, PA
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $27,287,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20241017105904NAL0018414931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,287,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,287,323
- Net assets (BOY)
- $23,906,886
Income & contributions
- Employer contributions
- $466,361
- Participant contributions
- $731,600
- Total contributions
- $1,197,961
- Total income / additions
- $4,597,794
Expenses & distributions
- Benefits paid
- $1,198,746
- Administrative expenses
- $19,779
- Total expenses
- $1,217,357
- Net increase / (decrease)
- $3,380,437
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securities America Inc | NONE | $0 | $17,752 | 2023 |
| Marion & Black, LLC | NONE | $14,880 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance And | NONE | $4,800 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pottstown Medical Specialists, Inc
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pottstown, PA
- Securities America Inc — Schedule C compensation
- Marion & Black, LLC — Schedule C compensation
- Prudential Retirement Insurance And — Schedule C compensation