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| Plan Name | SCARBROUGH, MEDLIN & ASSOCIATES, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN |
| Plan identification number | 555 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | SCARBROUGH MEDLIN & ASSOCIATES |
| Employer identification number (EIN): | 751787225 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 555 | 2024-01-01 | STEVEN FRISCH | |||
| 555 | 2023-01-01 | ||||
| 555 | 2023-01-01 | STEVEN FRISCH |
| Measure | Date | Value |
|---|---|---|
| 2023 : SCARBROUGH, MEDLIN & ASSOCIATES, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2023 401k financial data | ||
| Total plan liabilities at end of year | 2023-12-31 | $231 |
| Total income from all sources | 2023-12-31 | $112,125 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $106,242 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $92,541 |
| Total plan assets at end of year | 2023-12-31 | $6,114 |
| Total plan assets at beginning of year | 2023-12-31 | $0 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $17,390 |
| Other income received | 2023-12-31 | $270 |
| Net income (gross income less expenses) | 2023-12-31 | $5,883 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $5,883 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $94,465 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $13,701 |
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