Emergency Medicine Specialists, S.C. Employees' Profit Sharing Plan — Form 5500 plan (Emergency Medicine Specialists, S.C.)

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, Emergency Medicine Specialists, S.C. Employees' Profit Sharing Plan is a benefit plan reported by Emergency Medicine Specialists, S.C. under EIN 39-1412904 and plan number 002. The latest loaded filing year is 2023. The filing reports 163 participants and $55,734,665 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Emergency Medicine Specialists, S.C.
EIN
39-1412904
Plan number
002
Plan type
2
Location
Wauwatosa, WI
Latest filing year
2023
Participants
163
End-of-year plan assets
$55,734,665

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241216172646NAL0000943315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,734,665
Total liabilities (EOY)
$0
Net assets (EOY)
$55,734,665
Net assets (BOY)
$42,059,841

Income & contributions

Employer contributions
$3,431,506
Participant contributions
$2,139,777
Total contributions
$6,149,378
Total income / additions
$14,433,463

Expenses & distributions

Benefits paid
$624,800
Administrative expenses
$133,839
Total expenses
$758,639
Net increase / (decrease)
$13,674,824

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SvcsNONE$35,351not reported in the loaded dataset2023
Spectrum Investment AdvisorsNONE$3,414not reported in the loaded dataset2023

Related Form 5500 pages