Fort Wayne Medical Oncology And Hematology, Inc. 401(K) Plan — Form 5500 plan (Fort Wayne Medical Oncology And Hematology, 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, Fort Wayne Medical Oncology And Hematology, Inc. 401(K) Plan is a benefit plan reported by Fort Wayne Medical Oncology And Hematology, Inc. under EIN 35-1400631 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $35,307,597 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fort Wayne Medical Oncology And Hematology, Inc.
- EIN
- 35-1400631
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $35,307,597
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20240819112425NAL0001550225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,307,597
- Total liabilities (EOY)
- $90
- Net assets (EOY)
- $35,307,507
- Net assets (BOY)
- $29,885,902
Income & contributions
- Employer contributions
- $415,232
- Participant contributions
- $935,407
- Total contributions
- $1,555,052
- Total income / additions
- $5,957,025
Expenses & distributions
- Benefits paid
- $407,742
- Administrative expenses
- $127,678
- Total expenses
- $535,420
- Net increase / (decrease)
- $5,421,605
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Galecki Financial | BROKERAGE INVEST ADVISOR | $66,342 | not reported in the loaded dataset | 2023 |
| Ascensus Consulting | RECORDKEEPER | $26,278 | $0 | 2023 |
| Charles Schwab Bank | CUSTODIAL | $16,318 | $0 | 2023 |
| Vestia Advisors LLC | BROKERAGE INVEST ADVISOR | $7,020 | not reported in the loaded dataset | 2023 |
| Phillips Financial Management | BROKERAGE INVESTMENT ADVI | $1,970 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | BROKERAGE | $854 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fort Wayne Medical Oncology And Hematology, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fort Wayne, IN
- Galecki Financial — Schedule C compensation
- Ascensus Consulting — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Vestia Advisors LLC — Schedule C compensation
- Phillips Financial Management — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation