Dickson Medical Associates Profit Sharing Plan — Form 5500 plan (Dickson Medical Associates P.C.)
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, Dickson Medical Associates Profit Sharing Plan is a benefit plan reported by Dickson Medical Associates P.C. under EIN 62-0811691 and plan number 002. The latest loaded filing year is 2023. The filing reports 552 participants and $25,310,156 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dickson Medical Associates P.C.
- EIN
- 62-0811691
- Plan number
- 002
- Plan type
- 2
- Location
- Dickson, TN
- Latest filing year
- 2023
- Participants
- 552
- End-of-year plan assets
- $25,310,156
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 552 | H, C | 20241210084447NAL0007410579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,310,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,310,156
- Net assets (BOY)
- $20,854,113
Income & contributions
- Employer contributions
- $1,548,089
- Participant contributions
- $947,814
- Total contributions
- $2,549,716
- Total income / additions
- $6,034,807
Expenses & distributions
- Benefits paid
- $1,469,242
- Administrative expenses
- $109,522
- Total expenses
- $1,578,764
- Net increase / (decrease)
- $4,456,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stratos Wealth Advisors | NONE | $64,773 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $50,254 | $569 | 2023 |