Plan Snapshot
- Plan Sponsor: Owensboro Medical Practice, PLLC
- Sponsor EIN: 611383603
- Sponsor Address: 1200 BRECKENRIDGE STREET, OWENSBORO, KY, 42303
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 85 | $7.3M | $32,553 | $251,300 |
| 2023 | 93 | $6.3M | $32,621 | $268,814 |
| 2022 | 98 | $5.2M | $33,849 | $259,251 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ATA CPAS + ADVISORS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ATA CPAS + ADVISORS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $90,273 | — | $2,162 | — | — |
| 2023 | $68,560 | — | $1,567 | — | — |
| 2022 | $2,195 | — | $2,195 | — | — |