Douglas A. Thom Clinic, Inc. Retirement Plan — Form 5500 plan (Douglas A. Thom Clinic, Inc.)

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, Douglas A. Thom Clinic, Inc. Retirement Plan is a benefit plan reported by Douglas A. Thom Clinic, Inc. under EIN 04-2104268 and plan number 002. The latest loaded filing year is 2023. The filing reports 994 participants and $35,437,649 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Douglas A. Thom Clinic, Inc.
EIN
04-2104268
Plan number
002
Plan type
2
Location
Framingham, MA
Latest filing year
2023
Participants
994
End-of-year plan assets
$35,437,649

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023994H, C20241015173504NAL0030510641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,437,649
Total liabilities (EOY)
$0
Net assets (EOY)
$35,437,649
Net assets (BOY)
$30,212,638

Income & contributions

Employer contributions
$142,462
Participant contributions
$1,533,296
Total contributions
$1,846,038
Total income / additions
$7,092,433

Expenses & distributions

Benefits paid
$1,767,941
Administrative expenses
$94,113
Total expenses
$1,867,422
Net increase / (decrease)
$5,225,011

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Wealth ManagementADVISOR$63,855not reported in the loaded dataset2023
Lincoln National CorporationSERVICE PROVIDER$30,258$02023

Related Form 5500 pages