Hawthorn Medical Associates, LLC Profit Sharing Plan — Form 5500 plan (Hawthorn Medical Associates, LLC)
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, Hawthorn Medical Associates, LLC Profit Sharing Plan is a benefit plan reported by Hawthorn Medical Associates, LLC under EIN 04-3436165 and plan number 002. The latest loaded filing year is 2023. The filing reports 204 participants and $125,046,353 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawthorn Medical Associates, LLC
- EIN
- 04-3436165
- Plan number
- 002
- Plan type
- 2
- Location
- North Dartmouth, MA
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $125,046,353
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20240923142042NAL0011460593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,046,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,046,353
- Net assets (BOY)
- $106,006,143
Income & contributions
- Employer contributions
- $4,134,154
- Participant contributions
- $2,928,381
- Total contributions
- $7,296,544
- Total income / additions
- $27,528,466
Expenses & distributions
- Benefits paid
- $8,184,652
- Administrative expenses
- $303,604
- Total expenses
- $8,488,256
- Net increase / (decrease)
- $19,040,210
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | INVESTMENT ADVISORY | $249,639 | $113,153 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $0 | $193,945 | 2023 |
| The Angell Pension Group, Inc. | THIRD PARTY ADMIN | $53,983 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawthorn Medical Associates, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in North Dartmouth, MA
- Nationwide — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation