Martin'S Point 401(K) Plan — Form 5500 plan (Martin'S Point Health Care)

Plain-English plan 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, Martin'S Point 401(K) Plan is a benefit plan reported by Martin'S Point Health Care under EIN 01-0353275 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,375 participants and $143,683,912 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Martin'S Point Health Care
EIN
01-0353275
Plan number
001
Plan type
2
Location
Portland, ME
Latest filing year
2023
Participants
1,375
End-of-year plan assets
$143,683,912

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,375H, C20240730114217NAL0011774883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$143,683,912
Total liabilities (EOY)
$0
Net assets (EOY)
$143,683,912
Net assets (BOY)
$121,476,462

Income & contributions

Employer contributions
$4,720,939
Participant contributions
$7,765,964
Total contributions
$13,428,469
Total income / additions
$36,726,051

Expenses & distributions

Benefits paid
$14,752,472
Administrative expenses
-$187,266
Total expenses
$14,518,601
Net increase / (decrease)
$22,207,450

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiducient Advisors LLCCONSULTANT/ADVISOR$45,000not reported in the loaded dataset2023
Verrill & Dana LlpATTORNEY/LEGAL$11,002not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$243,268$02023

Related Form 5500 pages