Medical Data System, Inc. 401(k) Plan: Login, Facts & Contact Information

Medical Data System, Inc. 401(k) Plan Facts

Plan name
MEDICAL DATA SYSTEMS, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MEDICAL DATA SYSTEM, INC.
Participants
410 (252 active employees)
Former employees with a balance
84
Plan assets
$6,675,749 at Dec 31, 2024
Average account balance
$21,745 across 307 accounts
Employer contributions
$163,986 in plan year 2024 (21% of all contributions)
Recordkeeper
Adp, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2001
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 31, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $788,454 went into the plan in contributions, $163,986 of it from the employer (21%).
  • $1.05 million was paid out to participants.
  • Investment and other income added $882,722.
  • Administrative expenses were $45,843, about $149 per account.

How the Medical Data System, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019671$4.41 million$151,280$552,063
2020777$5.52 million$177,370$250,441
2021859$6.09 million$104,875$1.15 million
2022410$4.94 million$113,000$951,982
2023420$6.10 million$170,782$464,557
2024410$6.68 million$163,986$1.05 million

Medical Data System, Inc. 401(k) Contact Information

Phone
772-770-2255
Mailing address
2001 9TH AVENUE SUITE 312, VERO BEACH FL 32960
Plan sponsor
MEDICAL DATA SYSTEM, INC.
Employer identification number (EIN)
59-2926242
Plan number
001

Questions about the Medical Data System, Inc. 401(k)

Does Medical Data System, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $163,986, 21% of all contributions.

Does the Medical Data System, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Medical Data System, Inc 401(k) plan?

410 participants at the start of plan year 2024, 252 of them active employees, and 84 former employees who still had money in the plan.

What is the average 401(k) balance at Medical Data System, Inc?

About $21,745 per account: $6.68 million in plan assets across 307 accounts with a balance at the end of plan year 2024.

Who manages the Medical Data System, Inc 401(k) accounts?

ADP Retirement Services (listed on the filing as ADP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Medical Data System, Inc. How do I access my 401(k)?

Your account stays with ADP Retirement Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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