Memphis Obstetrics & Gynecological Assoc P.C. 401(K) Plan — Form 5500 plan (Memphis Obstetrics & Gynecological Assoc. 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, Memphis Obstetrics & Gynecological Assoc P.C. 401(K) Plan is a benefit plan reported by Memphis Obstetrics & Gynecological Assoc. P.C. under EIN 62-1226101 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $36,742,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Memphis Obstetrics & Gynecological Assoc. P.C.
- EIN
- 62-1226101
- Plan number
- 001
- Plan type
- 2
- Location
- Bartlett, TN
- Latest filing year
- 2023
- Participants
- 247
- End-of-year plan assets
- $36,742,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20241010094017NAL0011342547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,742,446
- Net assets (EOY)
- $36,742,446
- Net assets (BOY)
- $32,124,139
Income & contributions
- Employer contributions
- $799,189
- Participant contributions
- $789,208
- Total contributions
- $1,588,397
- Total income / additions
- $5,665,297
Expenses & distributions
- Benefits paid
- $942,053
- Administrative expenses
- $97,620
- Total expenses
- $1,046,990
- Net increase / (decrease)
- $4,618,307
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | RIA | $56,949 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance Ann | PLAN CUSTODIAN A RECORDKE | $34,672 | not reported in the loaded dataset | 2023 |
| Watkins Uiberall, Pllc | AUDITOR | $5,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Memphis Obstetrics & Gynecological Assoc. P.C.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Bartlett, TN
- Commonwealth Financial Network — Schedule C compensation
- Prudential Retirement Insurance Ann — Schedule C compensation
- Watkins Uiberall, Pllc — Schedule C compensation