Plan Ledger DOL Form 5500 · updated monthly

Primary Care Medical Services of Poinciana, Inc. dba Osceola Community403(b)

PRIMARY CARE MEDICAL SERVICES OF POINCIANA, INC. · KISSIMMEE, FL · plan year 2022

Reported admin expense ratio · 2022
0.61%

Primary Care Medical Services of Poinciana, Inc. dba Osceola Community reported $2,282 in plan administrative expenses for 2022: 0.61% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (3,515th of 3,644), and 11,451st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$411,055
Participants with balances20
Active participants135
Employer contributions—
Employee contributions$149,655
Employer contribution per active participant—
Average account balance$20,553
Benefits paid to participants$13,724
Plan auditUnmodified (clean) audit opinion
AuditorMKA CPA'S
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,282
Total administrative$2,282
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,282 · 0.61%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 753147007 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.