Hopedale Medical Foundation 401(K) Cash Deferred Profit Sharing Plan — Form 5500 plan (Hopedale Medical Foundation)
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, Hopedale Medical Foundation 401(K) Cash Deferred Profit Sharing Plan is a benefit plan reported by Hopedale Medical Foundation under EIN 37-0808925 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $10,831,066 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hopedale Medical Foundation
- EIN
- 37-0808925
- Plan number
- 001
- Plan type
- 2
- Location
- Hopedale, IL
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $10,831,066
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20241011090905NAL0010755939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,831,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,831,066
- Net assets (BOY)
- $8,917,832
Income & contributions
- Employer contributions
- $281,755
- Participant contributions
- $701,313
- Total contributions
- $988,268
- Total income / additions
- $2,309,135
Expenses & distributions
- Benefits paid
- $360,045
- Administrative expenses
- $35,856
- Total expenses
- $395,901
- Net increase / (decrease)
- $1,913,234
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Savant Capital Management | RIA | $17,957 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $17,899 | $0 | 2023 |