Medcare Equipment Company, LLC 401(K) Plan — Form 5500 plan (Medcare Equipment Company, LLC)

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, Medcare Equipment Company, LLC 401(K) Plan is a benefit plan reported by Medcare Equipment Company, LLC under EIN 26-1361520 and plan number 001. The latest loaded filing year is 2023. The filing reports 406 participants and $17,546,895 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medcare Equipment Company, LLC
EIN
26-1361520
Plan number
001
Plan type
2
Location
Greensburg, PA
Latest filing year
2023
Participants
406
End-of-year plan assets
$17,546,895

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023406H, C20241015080259NAL0014221315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,546,895
Total liabilities (EOY)
$0
Net assets (EOY)
$17,546,895
Net assets (BOY)
$14,924,668

Income & contributions

Employer contributions
$801,555
Participant contributions
$972,515
Total contributions
$1,789,031
Total income / additions
$4,577,885

Expenses & distributions

Benefits paid
$1,907,078
Administrative expenses
$48,580
Total expenses
$1,955,658
Net increase / (decrease)
$2,622,227

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$42,654$02023
Strategic Advisors, Inc.ADVISOR$5,926not reported in the loaded dataset2023

Related Form 5500 pages