2023 Form 5500 filing — Hawthorn Medical Associates, LLC Profit Sharing 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 20240923142042NAL0011460593001) for Hawthorn Medical Associates, LLC Profit Sharing Plan, reported by Hawthorn Medical Associates, LLC under EIN 04-3436165 and plan number 002. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923142042NAL0011460593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hawthorn Medical Associates, LLC
- EIN
- 04-3436165
- Plan number
- 002
- Location
- North Dartmouth, MA
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,046,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,046,353
- Employer contributions
- $4,134,154
- Participant contributions
- $2,928,381
- Total income / additions
- $27,528,466
- Benefits paid
- $8,184,652
- Administrative expenses
- $303,604
- Total expenses
- $8,488,256
- Net increase / (decrease)
- $19,040,210
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVESTMENT ADVISORY | $249,639 | $113,153 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $0 | $193,945 |
| The Angell Pension Group, Inc. | THIRD PARTY ADMIN | $53,983 | $0 |