Plan5500

Aspekt Solutions 401(K) And Profit Sharing Plan — Form 5500 plan (Medical Physics Holdings 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, Aspekt Solutions 401(K) And Profit Sharing Plan is a benefit plan reported by Medical Physics Holdings LLC under EIN 81-5102962 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $22,903,329 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medical Physics Holdings LLC
EIN
81-5102962
Plan number
001
Plan type
2
Location
Greenbelt, MD
Latest filing year
2023
Participants
235
End-of-year plan assets
$22,903,329

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20241010105231NAL0040490850001
2023235H, C20241118094614NAL0001221089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$22,903,329

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$461,014

Expenses & distributions

Benefits paid
$953,484
Administrative expenses
$8,748
Total expenses
$962,232
Net increase / (decrease)
-$501,218

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hauser Retirement Solutions 2 LLCADVISOR$18,469not reported in the loaded dataset2023
Hauser Retirement Solutions 2 LLCADVISOR$10,000not reported in the loaded dataset2023
Usi Advisors IncADVISOR$7,081not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$1,252$02023
Fidelity Investments InstitutionalRECORDKEEPER-$2,901$02023

Related Form 5500 pages