2023 Form 5500 filing — Slocum-Dickson Medical Group, Pllc 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 20250115084611NAL0012589331001) for Slocum-Dickson Medical Group, Pllc Retirement Plan, reported by Slocum-Dickson Medical Group, Pllc under EIN 20-0362623 and plan number 002. It reports 736 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115084611NAL0012589331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Slocum-Dickson Medical Group, Pllc
- EIN
- 20-0362623
- Plan number
- 002
- Location
- New Hartford, NY
- Participants
- 736
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,658,440
- Net assets (EOY)
- $87,658,440
- Employer contributions
- $1,990,452
- Participant contributions
- $1,716,497
- Total income / additions
- $18,243,496
- Benefits paid
- $11,702,266
- Administrative expenses
- $310,043
- Total expenses
- $12,012,309
- Net increase / (decrease)
- $6,231,187
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nbt Bancorp, N.A. | NONE | $286,725 | not reported in the loaded dataset |
| Strategic Financial Services | NONE | $44,495 | not reported in the loaded dataset |
| Makrod Investment Associates | NONE | $42,850 | not reported in the loaded dataset |
| Ascent Wealth Partners, LLC | NONE | $22,793 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $14,784 |
| Hfr Wealth Management LLC | NONE | $9,820 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $5 | $0 |
| Epic Retirement Plan Services | NONE | $0 | $0 |