Michiana Hematology Oncology 401(K) Plan — Form 5500 plan (Michiana Hematology Oncology)
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, Michiana Hematology Oncology 401(K) Plan is a benefit plan reported by Michiana Hematology Oncology under EIN 35-1686054 and plan number 002. The latest loaded filing year is 2023. The filing reports 236 participants and $17,003,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michiana Hematology Oncology
- EIN
- 35-1686054
- Plan number
- 002
- Plan type
- 2
- Location
- Mishawaka, IN
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $17,003,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20250327105912NAL0029069712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,003,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,003,496
- Net assets (BOY)
- $15,103,011
Income & contributions
- Employer contributions
- $187,821
- Participant contributions
- $714,063
- Total contributions
- $956,159
- Total income / additions
- $3,847,216
Expenses & distributions
- Benefits paid
- $1,882,402
- Administrative expenses
- $61,789
- Total expenses
- $1,946,731
- Net increase / (decrease)
- $1,900,485
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hpm Partners, LLC | INVESTMENT/FINANCIAL ADVI | $40,151 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $21,679 | $0 | 2023 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $1 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Michiana Hematology Oncology
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Mishawaka, IN
- Hpm Partners, LLC — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation