Northern Medical Group, Pllc Retirement Savings Plan — Form 5500 plan (Northern 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, Northern Medical Group, Pllc Retirement Savings Plan is a benefit plan reported by Northern Medical Group, Pllc under EIN 47-5030523 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $19,710,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northern Medical Group, Pllc
- EIN
- 47-5030523
- Plan number
- 001
- Plan type
- 2
- Location
- Brewster, NY
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $19,710,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241015174109NAL0030521425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,710,729
- Total liabilities (EOY)
- $36,420
- Net assets (EOY)
- $19,674,309
- Net assets (BOY)
- $17,824,958
Income & contributions
- Employer contributions
- $374,211
- Participant contributions
- $789,697
- Total contributions
- $1,241,767
- Total income / additions
- $4,242,316
Expenses & distributions
- Benefits paid
- $2,337,945
- Administrative expenses
- $51,276
- Total expenses
- $2,392,965
- Net increase / (decrease)
- $1,849,351
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $31,024 | $0 | 2023 |
| Trinity Point Wealth LLC | INVESTMENT/FINANCIAL ADVI | $20,252 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northern Medical Group, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brewster, NY
- Adp, Inc. — Schedule C compensation
- Trinity Point Wealth LLC — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation