Medpoint Management, Inc. 401(K) Plan — Form 5500 plan (Medpoint Management, Inc.)

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, Medpoint Management, Inc. 401(K) Plan is a benefit plan reported by Medpoint Management, Inc. under EIN 95-4559299 and plan number 001. The latest loaded filing year is 2023. The filing reports 881 participants and $28,084,879 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medpoint Management, Inc.
EIN
95-4559299
Plan number
001
Plan type
2
Location
Sherman Oaks, CA
Latest filing year
2023
Participants
881
End-of-year plan assets
$28,084,879

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023881H, C20241009160838NAL0009390195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,084,879
Total liabilities (EOY)
$0
Net assets (EOY)
$28,084,879
Net assets (BOY)
$20,917,943

Income & contributions

Employer contributions
$1,786,999
Participant contributions
$2,657,666
Total contributions
$4,540,656
Total income / additions
$7,909,852

Expenses & distributions

Benefits paid
$677,750
Administrative expenses
$42,576
Total expenses
$742,916
Net increase / (decrease)
$7,166,936

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaRECORDKEEPER$46,266$02023
Global Retirement Partners LLCINVESTMENT ADVISOR$45,934not reported in the loaded dataset2023
Ascensus IncTHIRD PARTY ADMINISTRATO$0$11,3042023

Related Form 5500 pages