2023 Form 5500 filing — Martin'S Point 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 20240730114217NAL0011774883001) for Martin'S Point 401(K) Plan, reported by Martin'S Point Health Care under EIN 01-0353275 and plan number 001. It reports 1,375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730114217NAL0011774883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Martin'S Point Health Care
- EIN
- 01-0353275
- Plan number
- 001
- Location
- Portland, ME
- Participants
- 1,375
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $143,683,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $143,683,912
- Employer contributions
- $4,720,939
- Participant contributions
- $7,765,964
- Total income / additions
- $36,726,051
- Benefits paid
- $14,752,472
- Administrative expenses
- -$187,266
- Total expenses
- $14,518,601
- Net increase / (decrease)
- $22,207,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors LLC | CONSULTANT/ADVISOR | $45,000 | not reported in the loaded dataset |
| Verrill & Dana Llp | ATTORNEY/LEGAL | $11,002 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$243,268 | $0 |