Plan5500

Medical Health Associates Of Western New York, Pllc 401 (K) And Profit Sharing Plan — Form 5500 plan (Medical Health Associates Of Western New York, Pllc)

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 Health Associates Of Western New York, Pllc 401 (K) And Profit Sharing Plan is a benefit plan reported by Medical Health Associates Of Western New York, Pllc under EIN 81-4941165 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $26,351,032 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medical Health Associates Of Western New York, Pllc
EIN
81-4941165
Plan number
001
Plan type
3
Location
Williamsville, NY
Latest filing year
2023
Participants
248
End-of-year plan assets
$26,351,032

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023248H, C20240926152059NAL0000534387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,351,032
Total liabilities (EOY)
$0
Net assets (EOY)
$26,351,032
Net assets (BOY)
$21,597,348

Income & contributions

Employer contributions
$654,449
Participant contributions
$1,065,418
Total contributions
$2,044,122
Total income / additions
$5,880,255

Expenses & distributions

Benefits paid
$1,066,394
Administrative expenses
$60,177
Total expenses
$1,126,571
Net increase / (decrease)
$4,753,684

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$42,259$02023
Lawley Retirement Advisors LLCRETAINED BY EMPLOYER$17,328not reported in the loaded dataset2023

Related Form 5500 pages