2023 Form 5500 filing — Devine, Millimet & Branch 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 20241014125420NAL0026194977001) for Devine, Millimet & Branch 401(K) Plan, reported by Devine, Millimet & Branch, Professional Association under EIN 02-0336151 and plan number 005. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125420NAL0026194977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Devine, Millimet & Branch, Professional Association
- EIN
- 02-0336151
- Plan number
- 005
- Location
- Manchester, NH
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,210,505
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,210,505
- Employer contributions
- $868,210
- Participant contributions
- $855,987
- Total income / additions
- $12,457,532
- Benefits paid
- $8,052,644
- Administrative expenses
- $112,755
- Total expenses
- $8,165,399
- Net increase / (decrease)
- $4,292,133
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| One America Retirement Services LLC | NONE | $54,730 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $40,525 | not reported in the loaded dataset |
| Wipfli Llp | NONE | $17,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 |