2023 Form 5500 filing — Charles River Medical Associates, P.C. 401(K) Retirement 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 20240829140454NAL0007661427001) for Charles River Medical Associates, P.C. 401(K) Retirement Plan, reported by Charles River Medical Associates Pc under EIN 04-3260427 and plan number 002. It reports 578 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829140454NAL0007661427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charles River Medical Associates Pc
- EIN
- 04-3260427
- Plan number
- 002
- Location
- Framingham, MA
- Participants
- 578
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,923,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,923,648
- Employer contributions
- $2,864,123
- Participant contributions
- $2,589,949
- Total income / additions
- $24,268,608
- Benefits paid
- $1,578,276
- Administrative expenses
- $30,743
- Total expenses
- $1,625,903
- Net increase / (decrease)
- $22,642,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $30,742 | $0 |