2023 Form 5500 filing — Polymedco, Inc. 401(K) Savings 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 20240801055439NAL0035648384001) for Polymedco, Inc. 401(K) Savings Plan, reported by Polymedco, Inc. under EIN 13-3045754 and plan number 004. It reports 103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.7MReported net assets$15,670,982
Participants103
Provider compensation$43.7K4 Schedule C row(s)$43,699
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240801055439NAL0035648384001
- Plan sponsor
- Polymedco, Inc.
- EIN
- 13-3045754
- Plan number
- 004
- Location
- Cortlandt Manor, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.7M total assets
Net assets$15.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,670,982
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,670,982
- Employer contributions
- $388,386
- Participant contributions
- $927,952
- Total income / additions
- $4,509,538
- Benefits paid
- $926,809
- Administrative expenses
- $38,066
- Total expenses
- $971,859
- Net increase / (decrease)
- $3,537,679
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $21,886 | $5,591 |
| Adp, Inc. | RECORD KEEPER | $16,222 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 |