2023 Form 5500 filing — Northern Medical Group, Pllc Retirement Savings 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 20241015174109NAL0030521425001) for Northern Medical Group, Pllc Retirement Savings Plan, reported by Northern Medical Group, Pllc under EIN 47-5030523 and plan number 001. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015174109NAL0030521425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northern Medical Group, Pllc
- EIN
- 47-5030523
- Plan number
- 001
- Location
- Brewster, NY
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,710,729
- Total liabilities (EOY)
- $36,420
- Net assets (EOY)
- $19,674,309
- Employer contributions
- $374,211
- Participant contributions
- $789,697
- Total income / additions
- $4,242,316
- Benefits paid
- $2,337,945
- Administrative expenses
- $51,276
- Total expenses
- $2,392,965
- Net increase / (decrease)
- $1,849,351
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $31,024 | $0 |
| Trinity Point Wealth LLC | INVESTMENT/FINANCIAL ADVI | $20,252 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |