Grand River Medical Group Retirement Plan — Form 5500 plan (Dubuque Internal Medicine Pc Dba Grand River Medical Group)
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, Grand River Medical Group Retirement Plan is a benefit plan reported by Dubuque Internal Medicine Pc Dba Grand River Medical Group under EIN 42-0848123 and plan number 001. The latest loaded filing year is 2023. The filing reports 525 participants and $95,954,457 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dubuque Internal Medicine Pc Dba Grand River Medical Group
- EIN
- 42-0848123
- Plan number
- 001
- Plan type
- 2
- Location
- Dubuque, IA
- Latest filing year
- 2023
- Participants
- 525
- End-of-year plan assets
- $95,954,457
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 525 | H, C | 20240905110045NAL0011763491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,954,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,954,457
- Net assets (BOY)
- $82,817,864
Income & contributions
- Participant contributions
- $2,695,499
- Total contributions
- $3,146,572
- Total income / additions
- $16,935,946
Expenses & distributions
- Benefits paid
- $3,694,974
- Administrative expenses
- $104,379
- Total expenses
- $3,799,353
- Net increase / (decrease)
- $13,136,593
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retireright LLC | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $16,257 | $0 | 2023 |
| Olsen Thielen & Co., Ltd | NONE | $13,300 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $5,223 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dubuque Internal Medicine Pc Dba Grand River Medical Group
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Dubuque, IA
- Retireright LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Olsen Thielen & Co., Ltd — Schedule C compensation
- T Rowe Price Rps Inc — Schedule C compensation