403(B) Thrift Plan Of Primary Care Coalition Of Montgomery County Md Inc — Form 5500 plan (Montgomery County, Md, 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, 403(B) Thrift Plan Of Primary Care Coalition Of Montgomery County Md Inc is a benefit plan reported by Montgomery County, Md, Inc under EIN 52-1847976 and plan number 001. The latest loaded filing year is 2023. The filing reports 110 participants and $5,639,468 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Montgomery County, Md, Inc
EIN
52-1847976
Plan number
001
Plan type
2
Location
Silver Spring, MD
Latest filing year
2023
Participants
110
End-of-year plan assets
$5,639,468

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023110H, C20250211131410NAL0019030801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,639,468
Total liabilities (EOY)
$0
Net assets (EOY)
$5,639,468
Net assets (BOY)
$4,634,824

Income & contributions

Employer contributions
$167,026
Participant contributions
$306,339
Total contributions
$607,978
Total income / additions
$1,322,511

Expenses & distributions

Benefits paid
$281,520
Administrative expenses
$36,347
Total expenses
$317,867
Net increase / (decrease)
$1,004,644

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Securities IncBROKER/DEALER$0$29,2392023
Voya Retirement Insurance & AnnuityRECORD KEEPER$4,254$02023

Related Form 5500 pages