2023 Form 5500 filing — Briarcliffe 401(K) 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 20241007152905NAL0016336321001) for Briarcliffe 401(K) Plan, reported by Medical Homes Of Rhode Island, Inc. under EIN 05-0302286 and plan number 002. It reports 309 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007152905NAL0016336321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medical Homes Of Rhode Island, Inc.
- EIN
- 05-0302286
- Plan number
- 002
- Location
- Johnston, RI
- Participants
- 309
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,088,218
- Total liabilities (EOY)
- $12,858
- Net assets (EOY)
- $3,075,360
- Participant contributions
- $631,532
- Total income / additions
- $1,090,625
- Benefits paid
- $418,946
- Administrative expenses
- $52,516
- Total expenses
- $471,462
- Net increase / (decrease)
- $619,163
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER | $35,468 | not reported in the loaded dataset |
| Mayflower Financial Advisors, LLC | INVESTMENT ADVISOR | $10,433 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | AUDITOR | $6,615 | not reported in the loaded dataset |