Pcc Medical Holdings LLC 401k Plan — Form 5500 plan (Pcc Medical 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, Pcc Medical Holdings LLC 401k Plan is a benefit plan reported by Pcc Medical Holdings LLC under EIN 84-2342292 and plan number 001. The latest loaded filing year is 2023. The filing reports 413 participants and $3,700,926 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pcc Medical Holdings LLC
EIN
84-2342292
Plan number
001
Plan type
2
Location
Palm Springs, FL
Latest filing year
2023
Participants
413
End-of-year plan assets
$3,700,926

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023413H, C20260122120045NAL0002345043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,700,926
Total liabilities (EOY)
$0
Net assets (EOY)
$3,700,926
Net assets (BOY)
$2,010,159

Income & contributions

Employer contributions
$199,867
Participant contributions
$934,057
Total contributions
$1,380,966
Total income / additions
$1,779,785

Expenses & distributions

Benefits paid
$117,794
Administrative expenses
$18,489
Total expenses
$145,008
Net increase / (decrease)
$1,634,777

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jaffe Tilchin Investment PartnersINVESTMENT/FINANCIAL ADVI$12,150$02023
Adp, Inc.RECORD KEEPER$6,339$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages