2023 Form 5500 filing — Sturdy Memorial 403(B) 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 20241014130435NAL0046056064001) for Sturdy Memorial 403(B) Plan, reported by Sturdy Memorial Hospital, Inc. under EIN 04-2768252 and plan number 002. It reports 2,753 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130435NAL0046056064001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sturdy Memorial Hospital, Inc.
- EIN
- 04-2768252
- Plan number
- 002
- Location
- Attleboro, MA
- Participants
- 2,753
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $191,223,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $191,223,793
- Employer contributions
- $1,091,165
- Participant contributions
- $9,737,634
- Total income / additions
- $43,675,478
- Benefits paid
- $17,598,631
- Administrative expenses
- $103,910
- Total expenses
- $17,722,803
- Net increase / (decrease)
- $25,952,675
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines | ADVISOR | $76,952 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$18,374 | $0 |