Capital Internal Medicine Associates Pc 401k Retirement Plan — Form 5500 plan (Capital Internal Medicine Associates Pc)

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, Capital Internal Medicine Associates Pc 401k Retirement Plan is a benefit plan reported by Capital Internal Medicine Associates Pc under EIN 38-2334827 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $11,597,755 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Capital Internal Medicine Associates Pc
EIN
38-2334827
Plan number
001
Plan type
2
Location
Lansing, MI
Latest filing year
2023
Participants
213
End-of-year plan assets
$11,597,755

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20241009095919NAL0009089203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,597,755
Total liabilities (EOY)
$0
Net assets (EOY)
$11,597,755
Net assets (BOY)
$9,185,860

Income & contributions

Employer contributions
$374,582
Participant contributions
$797,217
Total contributions
$1,384,760
Total income / additions
$2,995,425

Expenses & distributions

Benefits paid
$537,959
Administrative expenses
$45,571
Total expenses
$583,530
Net increase / (decrease)
$2,411,895

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cwwm LLCINVESTMENT ADVISOR$32,937not reported in the loaded dataset2023
Capital Research And Management CoRECORDKEEPER$13,484$02023
Kdp Retirement Plan Services IncTPA$2,561not reported in the loaded dataset2023
Maner Costerisian & Ellis PcAUDITOR$0not reported in the loaded dataset2023

Related Form 5500 pages