Maine Dartmouth Family Medicine Residency 403(B) Plan — Form 5500 plan (Maine Dartmouth Family Medicine Residency)
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, Maine Dartmouth Family Medicine Residency 403(B) Plan is a benefit plan reported by Maine Dartmouth Family Medicine Residency under EIN 01-0369195 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $24,319,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maine Dartmouth Family Medicine Residency
- EIN
- 01-0369195
- Plan number
- 001
- Plan type
- 2
- Location
- Augusta, ME
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $24,319,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20241231122254NAL0010796275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,319,011
- Net assets (EOY)
- $24,319,011
- Net assets (BOY)
- $19,473,112
Income & contributions
- Employer contributions
- $736,920
- Participant contributions
- $1,275,534
- Total contributions
- $2,088,832
- Total income / additions
- $5,404,115
Expenses & distributions
- Benefits paid
- $481,920
- Administrative expenses
- $76,296
- Total expenses
- $558,216
- Net increase / (decrease)
- $4,845,899
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ep Wealth Advisors | FINANCIAL ADVISOR | $62,540 | not reported in the loaded dataset | 2023 |
| Ascensus | RECORDKEEPER, CUSTODIAN | $14,371 | not reported in the loaded dataset | 2023 |