Mercy Medical Transportation, Inc. 401(K) Plan — Form 5500 plan (Mercy Medical Transportation, 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, Mercy Medical Transportation, Inc. 401(K) Plan is a benefit plan reported by Mercy Medical Transportation, Inc. under EIN 33-0591630 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $4,849,394 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mercy Medical Transportation, Inc.
- EIN
- 33-0591630
- Plan number
- 001
- Plan type
- 2
- Location
- Valley Center, CA
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $4,849,394
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20241014195324NAL0013802835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,849,394
- Net assets (EOY)
- $4,849,394
- Net assets (BOY)
- $5,132,654
Income & contributions
- Employer contributions
- $113,968
- Participant contributions
- $172,955
- Total contributions
- $290,606
- Total income / additions
- $917,506
Expenses & distributions
- Benefits paid
- $1,189,541
- Administrative expenses
- $8,094
- Total expenses
- $1,200,766
- Net increase / (decrease)
- -$283,260
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Campbell Albrecht | TPA | $13,199 | $2,490 | 2023 |
| Empower Advisory Group, LLC | INVSETMENT MGMT | $1,224 | $0 | 2023 |
| Empower Annuity Ins Of America | RECORDKEEPER | $1,214 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mercy Medical Transportation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Valley Center, CA
- Campbell Albrecht — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Ins Of America — Schedule C compensation