Medical Care 401(K) Plan — Form 5500 plan (Medical Care, Pllc)

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 Care 401(K) Plan is a benefit plan reported by Medical Care, Pllc under EIN 26-3961750 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $7,529,297 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medical Care, Pllc
EIN
26-3961750
Plan number
001
Plan type
2
Location
Elizabethton, TN
Latest filing year
2023
Participants
195
End-of-year plan assets
$7,529,297

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20241015150228NAL0030080801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,529,297
Total liabilities (EOY)
$7,244
Net assets (EOY)
$7,522,053
Net assets (BOY)
$5,852,040

Income & contributions

Employer contributions
$334,480
Participant contributions
$737,931
Total contributions
$1,072,411
Total income / additions
$2,154,824

Expenses & distributions

Benefits paid
$433,368
Administrative expenses
$51,443
Total expenses
$484,811
Net increase / (decrease)
$1,670,013

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward D Jones & Co, LpRIA$19,708not reported in the loaded dataset2023
Wilshire Associates Inc UsaRIA$1,314not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$850not reported in the loaded dataset2023

Related Form 5500 pages