Midwest Physicians Alliance, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Midwest Physicians Alliance, 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, Midwest Physicians Alliance, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Midwest Physicians Alliance, Inc. under EIN 36-4148387 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $58,642,381 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Midwest Physicians Alliance, Inc.
EIN
36-4148387
Plan number
001
Plan type
2
Location
Palos Park, IL
Latest filing year
2023
Participants
240
End-of-year plan assets
$58,642,381

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023240H, C20241014164459NAL0046853344001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,642,381
Total liabilities (EOY)
$0
Net assets (EOY)
$58,642,381
Net assets (BOY)
$44,155,694

Income & contributions

Employer contributions
$1,679,225
Participant contributions
$1,115,975
Total contributions
$8,048,568
Total income / additions
$17,018,842

Expenses & distributions

Benefits paid
$2,747,322
Administrative expenses
$73,317
Total expenses
$2,820,639
Net increase / (decrease)
$14,198,203

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wintrust Investments, LLCADVISOR$70,936not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$2,521$02023

Related Form 5500 pages