2023 Form 5500 filing — Hopedale Medical Foundation 401(K) Cash Deferred 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 20241011090905NAL0010755939001) for Hopedale Medical Foundation 401(K) Cash Deferred Profit Sharing Plan, reported by Hopedale Medical Foundation under EIN 37-0808925 and plan number 001. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011090905NAL0010755939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hopedale Medical Foundation
- EIN
- 37-0808925
- Plan number
- 001
- Location
- Hopedale, IL
- Participants
- 283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,831,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,831,066
- Employer contributions
- $281,755
- Participant contributions
- $701,313
- Total income / additions
- $2,309,135
- Benefits paid
- $360,045
- Administrative expenses
- $35,856
- Total expenses
- $395,901
- Net increase / (decrease)
- $1,913,234
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savant Capital Management | RIA | $17,957 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $17,899 | $0 |