2023 Form 5500 filing — Derry Medical Center 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240604100039NAL0030991664001) for Derry Medical Center 401(K) Plan, reported by Derry Medical Center Pa under EIN 02-0314077 and plan number 002. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240604100039NAL0030991664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Derry Medical Center Pa
- EIN
- 02-0314077
- Plan number
- 002
- Location
- Derry, NH
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,305,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,305,315
- Employer contributions
- $1,149,000
- Participant contributions
- $1,812,404
- Total income / additions
- $9,633,764
- Benefits paid
- $843,127
- Administrative expenses
- $35,273
- Total expenses
- $878,400
- Net increase / (decrease)
- $8,755,364
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Caron & Bletzer, Pllc | ACCOUNTANT/AUDITOR | $10,100 | not reported in the loaded dataset |
| New Century Investment Mgmt, LLC | INVESTMENT ADVISOR | $8,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,450 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $4,510 | $0 |