2023 Form 5500 filing — Drive Devilbiss Healthcare 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 20241011163243NAL0012758867001) for Drive Devilbiss Healthcare 401(K) Plan, reported by Medical Depot, Inc. under EIN 11-3525013 and plan number 002. It reports 1,020 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011163243NAL0012758867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medical Depot, Inc.
- EIN
- 11-3525013
- Plan number
- 002
- Location
- Port Washington, NY
- Participants
- 1,020
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,088,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,088,848
- Employer contributions
- $1,469,771
- Participant contributions
- $4,843,665
- Total income / additions
- $16,448,200
- Benefits paid
- $9,290,704
- Administrative expenses
- $199,366
- Total expenses
- $9,496,226
- Net increase / (decrease)
- $6,951,974
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORD-KEEPER | $116,501 | not reported in the loaded dataset |
| Onedigital Investments | THIRD PARTY ADMINISTRATO | $40,713 | not reported in the loaded dataset |
| Resources Investment Advisors | ADVISOR | $37,165 | not reported in the loaded dataset |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $2,795 | not reported in the loaded dataset |
| Trachtenberg & Pauker | OTHER SERVICES | $2,192 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $0 | $0 |