Winchester Physician Associates, Inc. Profit Sharing Plan — Form 5500 plan (Winchester Hospital)
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, Winchester Physician Associates, Inc. Profit Sharing Plan is a benefit plan reported by Winchester Hospital under EIN 04-3262963 and plan number 001. The latest loaded filing year is 2023. The filing reports 410 participants and $52,055,212 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winchester Hospital
- EIN
- 04-3262963
- Plan number
- 001
- Plan type
- 2
- Location
- Winchester, MA
- Latest filing year
- 2023
- Participants
- 410
- End-of-year plan assets
- $52,055,212
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20241015115150NAL0028263345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,055,212
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,055,212
- Net assets (BOY)
- $45,713,106
Income & contributions
- Employer contributions
- $1,067,059
- Participant contributions
- $2,317,872
- Total contributions
- $3,732,988
- Total income / additions
- $11,006,318
Expenses & distributions
- Benefits paid
- $4,607,766
- Administrative expenses
- $49,459
- Total expenses
- $4,664,212
- Net increase / (decrease)
- $6,342,106
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bdo | ACCOUNTANT/AUDITOR | $25,466 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | CONSULTANT | $10,561 | not reported in the loaded dataset | 2023 |
| Bilh System Services | CONSULTANT | $7,734 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,328 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Winchester Hospital
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Winchester, MA
- Bdo — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Bilh System Services — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation