Plan5500

Phymed Management, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Phymed Management, LLC)

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, Phymed Management, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Phymed Management, LLC under EIN 62-1711369 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,197 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Phymed Management, LLC
EIN
62-1711369
Plan number
002
Plan type
3
Location
Nashville, TN
Latest filing year
2023
Participants
1,197
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,197I, C20240731132946NAL0022305041001
20238I, C20240814150236NAL0020560496001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$578

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$204

Expenses & distributions

Benefits paid
$401
Administrative expenses
$381
Total expenses
$782
Net increase / (decrease)
-$578

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Traverse LLCCONSULTANT$278,398not reported in the loaded dataset2023
Bass, Berry & Sims PlcATTORNEY/LEGAL$49,530not reported in the loaded dataset2023
Lbmc, PcACCOUNTANT/AUDITOR$46,500not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$12,350not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$61,452$02023

Related Form 5500 pages