Martin Memorial Health Systems 401(K) Retirement Savings Plan — Form 5500 plan (Medical And Financial Management, 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, Martin Memorial Health Systems 401(K) Retirement Savings Plan is a benefit plan reported by Medical And Financial Management, Inc. under EIN 59-2320501 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,914 participants and $198,052,352 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medical And Financial Management, Inc.
- EIN
- 59-2320501
- Plan number
- 001
- Plan type
- 2
- Location
- Stuart, FL
- Latest filing year
- 2023
- Participants
- 1,914
- End-of-year plan assets
- $198,052,352
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,914 | H | 20241007124608NAL0007578515001 |
| 2023 | 3,405 | H | 20241007143459NAL0016242257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $198,052,352
Income & contributions
- Employer contributions
- $2,048
- Participant contributions
- $550
- Total contributions
- $2,598
- Total income / additions
- -$3,026,224
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $12,826
- Total expenses
- $12,826
- Net increase / (decrease)
- -$3,039,050
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.