Family Medical Center Retirement And 401(K) Plan — Form 5500 plan (Family Medical Center Of Michigan)

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, Family Medical Center Retirement And 401(K) Plan is a benefit plan reported by Family Medical Center Of Michigan under EIN 38-2308659 and plan number 002. The latest loaded filing year is 2023. The filing reports 235 participants and $9,134,007 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.7MPlan net assets, end of year$9,747,548
Participants235Covered participants reported
Assets / participant$41.5KComputed: assets ÷ participants$41,479 (computed)
Provider compensation$54.6K4 Schedule C provider row(s)$54,561
Plan sponsor
Family Medical Center Of Michigan
EIN
38-2308659
Plan number
002
Plan type
2
Location
Temperance, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20240520154538NAL0001571569001
2023317H, C20241003155252NAL0010102369001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.7M total assets
Net assets$9.7MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$163.7K
Benefits paid / distributions$134.6K
Contributions
Employer$295.1K
Participant$451.2K
Full reported line items

Net assets

Total assets (EOY)
$9,747,548
Total liabilities (EOY)
$0
Net assets (EOY)
$9,747,548
Net assets (BOY)
$7,997,368

Income & contributions

Employer contributions
$295,088
Participant contributions
$451,151
Total contributions
$747,590
Total income / additions
$1,913,911

Expenses & distributions

Benefits paid
$134,595
Administrative expenses
$29,036
Total expenses
$163,731
Net increase / (decrease)
$1,750,180

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Butler Capital AdvisorsADVISOR$25,099not reported in the loaded dataset2023
Butler Capital AdvisorsADVISOR$16,089not reported in the loaded dataset2023
Employee Fiduciary, LLCRECORDKEEPER$3,937$3,1442023
Employee Fiduciary, LLCRECORDKEEPER$2,996$3,2962023

Related Form 5500 pages