Medicalodges, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Medicalodges, 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, Medicalodges, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Medicalodges, Inc. under EIN 48-0698712 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,308 participants and $4,464,262 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medicalodges, Inc.
EIN
48-0698712
Plan number
001
Plan type
2
Location
Coffeyville, KS
Latest filing year
2023
Participants
1,308
End-of-year plan assets
$4,464,262

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,308H, C20250815165148NAL0010670721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,464,262
Total liabilities (EOY)
$0
Net assets (EOY)
$4,464,262
Net assets (BOY)
$3,856,721

Income & contributions

Participant contributions
$164,500
Total contributions
$178,851
Total income / additions
$1,140,691

Expenses & distributions

Benefits paid
$483,254
Administrative expenses
$44,907
Total expenses
$533,150
Net increase / (decrease)
$607,541

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning Services, Inc.ADVISOR$26,061not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$18,846$02023

Related Form 5500 pages