Primo Medical Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Primo Medical Group, 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, Primo Medical Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Primo Medical Group, Inc. under EIN 04-2224896 and plan number 002. The latest loaded filing year is 2023. The filing reports 404 participants and $15,884,731 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Primo Medical Group, Inc.
EIN
04-2224896
Plan number
002
Plan type
2
Location
Stoughton, MA
Latest filing year
2023
Participants
404
End-of-year plan assets
$15,884,731

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023404H, C20240904152345NAL0041439506001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,884,731
Net assets (EOY)
$15,884,731
Net assets (BOY)
$14,032,379

Income & contributions

Participant contributions
$1,289,307
Total contributions
$1,298,482
Total income / additions
$3,869,858

Expenses & distributions

Benefits paid
$2,011,853
Administrative expenses
$5,653
Total expenses
$2,017,506
Net increase / (decrease)
$1,852,352

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$5,653$02023

Related Form 5500 pages