Medical Faculty Associates 403(B) Plan — Form 5500 plan (Medical Faculty Associates, 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, Medical Faculty Associates 403(B) Plan is a benefit plan reported by Medical Faculty Associates, Inc. under EIN 52-2220700 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,772 participants and $302,059,922 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medical Faculty Associates, Inc.
EIN
52-2220700
Plan number
002
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
3,772
End-of-year plan assets
$302,059,922

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,772H, C20241015154115NAL0057017362001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$302,059,922
Total liabilities (EOY)
$0
Net assets (EOY)
$302,059,922
Net assets (BOY)
$249,540,146

Income & contributions

Employer contributions
$7,661,845
Participant contributions
$13,765,196
Total contributions
$23,175,455
Total income / additions
$69,566,167

Expenses & distributions

Benefits paid
$16,834,597
Administrative expenses
$159,626
Total expenses
$17,046,391
Net increase / (decrease)
$52,519,776

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliant Retirement Services, LLCNONE$65,000not reported in the loaded dataset2023
Groom Law Group, CharteredNONE$53,482not reported in the loaded dataset2023
Strategic Advisors, IncNONE$26,149not reported in the loaded dataset2023
Grant Thornton LlpNONE$14,595not reported in the loaded dataset2023
TiaaNONE$400$02023
Fidelity Investments InstitutionalNONE$0$02023

Related Form 5500 pages