Drive Devilbiss Healthcare 401(K) Plan — Form 5500 plan (Medical Depot, 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, Drive Devilbiss Healthcare 401(K) Plan is a benefit plan reported by Medical Depot, Inc. under EIN 11-3525013 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,020 participants and $65,088,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medical Depot, Inc.
- EIN
- 11-3525013
- Plan number
- 002
- Plan type
- 2
- Location
- Port Washington, NY
- Latest filing year
- 2023
- Participants
- 1,020
- End-of-year plan assets
- $65,088,848
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,020 | H, C | 20241011163243NAL0012758867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,088,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,088,848
- Net assets (BOY)
- $58,136,874
Income & contributions
- Employer contributions
- $1,469,771
- Participant contributions
- $4,843,665
- Total contributions
- $6,462,532
- Total income / additions
- $16,448,200
Expenses & distributions
- Benefits paid
- $9,290,704
- Administrative expenses
- $199,366
- Total expenses
- $9,496,226
- Net increase / (decrease)
- $6,951,974
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RECORD-KEEPER | $116,501 | not reported in the loaded dataset | 2023 |
| Onedigital Investments | THIRD PARTY ADMINISTRATO | $40,713 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors | ADVISOR | $37,165 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $2,795 | not reported in the loaded dataset | 2023 |
| Trachtenberg & Pauker | OTHER SERVICES | $2,192 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medical Depot, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Port Washington, NY
- John Hancock — Schedule C compensation
- Onedigital Investments — Schedule C compensation
- Resources Investment Advisors — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Trachtenberg & Pauker — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation