Milton Pediatric Retirement Trust — Form 5500 plan (Milton Pediatric 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, Milton Pediatric Retirement Trust is a benefit plan reported by Milton Pediatric Associates, LLC under EIN 04-3496618 and plan number 001. The latest loaded filing year is 2023. The filing reports 62 participants and $23,209,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milton Pediatric Associates, LLC
- EIN
- 04-3496618
- Plan number
- 001
- Plan type
- 2
- Location
- Braintree, MA
- Latest filing year
- 2023
- Participants
- 62
- End-of-year plan assets
- $23,209,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 62 | I | 20240807091615NAL0003504961001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $23,209,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,209,094
- Net assets (BOY)
- $18,416,209
Income & contributions
- Employer contributions
- $393,273
- Participant contributions
- $546,169
- Total income / additions
- $4,856,078
Expenses & distributions
- Benefits paid
- $62,762
- Administrative expenses
- $431
- Total expenses
- $63,193
- Net increase / (decrease)
- $4,792,885
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.