2023 Form 5500 filing — Mary Ann Morse Healthcare Corp. 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 20240926082635NAL0000781202001) for Mary Ann Morse Healthcare Corp. 401(K) Plan, reported by Mary Ann Morse Healthcare Corp. under EIN 22-3064323 and plan number 001. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926082635NAL0000781202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mary Ann Morse Healthcare Corp.
- EIN
- 22-3064323
- Plan number
- 001
- Location
- Natick, MA
- Participants
- 285
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,641,477
- Total liabilities (EOY)
- $71
- Net assets (EOY)
- $5,641,406
- Employer contributions
- $98,449
- Participant contributions
- $574,651
- Total income / additions
- $1,514,382
- Benefits paid
- $219,806
- Administrative expenses
- $4,122
- Total expenses
- $223,928
- Net increase / (decrease)
- $1,290,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $0 | $14,877 |
| Bds Consulting Group, Inc. | TPA | $3,147 | not reported in the loaded dataset |
| Voya Retirement Ins & Ann Co. | RECORDKEEPER | $975 | $809 |