Original filing (PDF)20230919161735NAL0001867570001

HARLEYSVILLE MEDICAL ASSOCIATE

Name: HARLEYSVILLE MEDICAL ASSOCIATE — HARLEYSVILLE MEDICAL ASSOCIATE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: HARLEYSVILLE MEDICAL ASSOCIATE

Form 5500-SF

FILING_RECEIVED

HARLEYSVILLE MEDICAL ASSOCIATE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARLEYSVILLE MEDICAL ASSOCIATE.

Plan sponsor

Name

HARLEYSVILLE MEDICAL ASSOCIATE

EIN

23-2112382

Address

176 MAIN ST · HARLEYSVILLE, PA · 194382513

Phone

(215) 256-9531

Industry

Outpatient Care Centers· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-04-14

Filed

2023-09-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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