2023 Form 5500 filing — Medical Associates Of Rhode Island, Inc. 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 20241015142551NAL0016620291001) for Medical Associates Of Rhode Island, Inc. 401(K) Plan, reported by Medical Associates Of Rhode Island, Inc. under EIN 05-0340866 and plan number 004. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142551NAL0016620291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medical Associates Of Rhode Island, Inc.
- EIN
- 05-0340866
- Plan number
- 004
- Location
- Bristol, RI
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,536,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,536,783
- Employer contributions
- $377,387
- Participant contributions
- $744,786
- Total income / additions
- $4,045,585
- Benefits paid
- $814,684
- Administrative expenses
- $50,949
- Total expenses
- $881,212
- Net increase / (decrease)
- $3,164,373
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $28,025 | $0 |
| Capital Wealth Management | ADVISOR | $22,926 | not reported in the loaded dataset |