Medical Associates Of Rhode Island, Inc. 401(K) Plan — Form 5500 plan (Medical Associates Of Rhode Island, 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, Medical Associates Of Rhode Island, Inc. 401(K) Plan is a benefit plan reported by Medical Associates Of Rhode Island, Inc. under EIN 05-0340866 and plan number 004. The latest loaded filing year is 2023. The filing reports 158 participants and $21,536,783 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medical Associates Of Rhode Island, Inc.
EIN
05-0340866
Plan number
004
Plan type
2
Location
Bristol, RI
Latest filing year
2023
Participants
158
End-of-year plan assets
$21,536,783

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20241015142551NAL0016620291001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,536,783
Total liabilities (EOY)
$0
Net assets (EOY)
$21,536,783
Net assets (BOY)
$18,372,410

Income & contributions

Employer contributions
$377,387
Participant contributions
$744,786
Total contributions
$1,124,699
Total income / additions
$4,045,585

Expenses & distributions

Benefits paid
$814,684
Administrative expenses
$50,949
Total expenses
$881,212
Net increase / (decrease)
$3,164,373

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$28,025$02023
Capital Wealth ManagementADVISOR$22,926not reported in the loaded dataset2023

Related Form 5500 pages