Medical Associates Of The Lehigh Valley Pc Retirement & Savings Plan — Form 5500 plan (Medical Associates Of The Lehigh Valley, 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, Medical Associates Of The Lehigh Valley Pc Retirement & Savings Plan is a benefit plan reported by Medical Associates Of The Lehigh Valley, P.C. under EIN 23-2745779 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $39,415,039 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medical Associates Of The Lehigh Valley, P.C.
EIN
23-2745779
Plan number
001
Plan type
2
Location
Allentown, PA
Latest filing year
2023
Participants
225
End-of-year plan assets
$39,415,039

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20241014095049NAL0045527104001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,415,039
Total liabilities (EOY)
$0
Net assets (EOY)
$39,415,039
Net assets (BOY)
$34,997,096

Income & contributions

Employer contributions
$954,129
Participant contributions
$1,408,443
Total contributions
$2,429,221
Total income / additions
$7,414,914

Expenses & distributions

Benefits paid
$2,977,232
Administrative expenses
$17,100
Total expenses
$2,996,971
Net increase / (decrease)
$4,417,943

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Herbein And Company, Inc.CONSULTANT$14,750not reported in the loaded dataset2023
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$1,400$02023

Related Form 5500 pages