Slocum-Dickson Medical Group, Pllc Retirement Plan — Form 5500 plan (Slocum-Dickson Medical Group, Pllc)
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, Slocum-Dickson Medical Group, Pllc Retirement Plan is a benefit plan reported by Slocum-Dickson Medical Group, Pllc under EIN 20-0362623 and plan number 002. The latest loaded filing year is 2023. The filing reports 736 participants and $87,658,440 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Slocum-Dickson Medical Group, Pllc
- EIN
- 20-0362623
- Plan number
- 002
- Plan type
- 2
- Location
- New Hartford, NY
- Latest filing year
- 2023
- Participants
- 736
- End-of-year plan assets
- $87,658,440
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 736 | H, C | 20250115084611NAL0012589331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,658,440
- Net assets (EOY)
- $87,658,440
- Net assets (BOY)
- $81,427,253
Income & contributions
- Employer contributions
- $1,990,452
- Participant contributions
- $1,716,497
- Total contributions
- $4,022,558
- Total income / additions
- $18,243,496
Expenses & distributions
- Benefits paid
- $11,702,266
- Administrative expenses
- $310,043
- Total expenses
- $12,012,309
- Net increase / (decrease)
- $6,231,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nbt Bancorp, N.A. | NONE | $286,725 | not reported in the loaded dataset | 2023 |
| Strategic Financial Services | NONE | $44,495 | not reported in the loaded dataset | 2023 |
| Makrod Investment Associates | NONE | $42,850 | not reported in the loaded dataset | 2023 |
| Ascent Wealth Partners, LLC | NONE | $22,793 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $14,784 | 2023 |
| Hfr Wealth Management LLC | NONE | $9,820 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $5 | $0 | 2023 |
| Epic Retirement Plan Services | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Slocum-Dickson Medical Group, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New Hartford, NY
- Nbt Bancorp, N.A. — Schedule C compensation
- Strategic Financial Services — Schedule C compensation
- Makrod Investment Associates — Schedule C compensation
- Ascent Wealth Partners, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Hfr Wealth Management LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation