2023 Form 5500 filing — Douglas A. Thom Clinic, Inc. 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 20241015173504NAL0030510641001) for Douglas A. Thom Clinic, Inc. Retirement Plan, reported by Douglas A. Thom Clinic, Inc. under EIN 04-2104268 and plan number 002. It reports 994 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173504NAL0030510641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Douglas A. Thom Clinic, Inc.
- EIN
- 04-2104268
- Plan number
- 002
- Location
- Framingham, MA
- Participants
- 994
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,437,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,437,649
- Employer contributions
- $142,462
- Participant contributions
- $1,533,296
- Total income / additions
- $7,092,433
- Benefits paid
- $1,767,941
- Administrative expenses
- $94,113
- Total expenses
- $1,867,422
- Net increase / (decrease)
- $5,225,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Wealth Management | ADVISOR | $63,855 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $30,258 | $0 |