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, Medford Wellington, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Medford Wellington Service Co., Inc. under EIN 04-2478203 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $13,169,264 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,169,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,169,264
- Net assets (BOY)
- $10,224,815
Income & contributions
- Employer contributions
- $324,055
- Participant contributions
- $1,062,061
- Total contributions
- $1,506,096
- Total income / additions
- $3,521,773
Expenses & distributions
- Benefits paid
- $576,268
- Administrative expenses
- $1,056
- Total expenses
- $577,324
- Net increase / (decrease)
- $2,944,449