2023 Form 5500 filing — Acton Medical Associates, P.C. 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240624091759NAL0005844545001) for Acton Medical Associates, P.C. 401(K) Profit Sharing Plan, reported by Acton Medical Associates, P.C. under EIN 04-3038356 and plan number 001. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240624091759NAL0005844545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Acton Medical Associates, P.C.
- EIN
- 04-3038356
- Plan number
- 001
- Location
- Acton, MA
- Participants
- 283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,939,890
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,939,890
- Employer contributions
- $545,134
- Participant contributions
- $1,182,934
- Total income / additions
- $7,766,646
- Benefits paid
- $6,275,396
- Administrative expenses
- $142,639
- Total expenses
- $6,474,652
- Net increase / (decrease)
- $1,291,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISOR | $33,590 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $20,441 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | RECORDKEEPER | $8,075 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | RECORDKEEPER | $1,593 | not reported in the loaded dataset |