2023 Form 5500 filing — Maine Dartmouth Family Medicine Residency 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 20241231122254NAL0010796275001) for Maine Dartmouth Family Medicine Residency 403(B) Plan, reported by Maine Dartmouth Family Medicine Residency under EIN 01-0369195 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241231122254NAL0010796275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maine Dartmouth Family Medicine Residency
- EIN
- 01-0369195
- Plan number
- 001
- Location
- Augusta, ME
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,319,011
- Net assets (EOY)
- $24,319,011
- Employer contributions
- $736,920
- Participant contributions
- $1,275,534
- Total income / additions
- $5,404,115
- Benefits paid
- $481,920
- Administrative expenses
- $76,296
- Total expenses
- $558,216
- Net increase / (decrease)
- $4,845,899
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ep Wealth Advisors | FINANCIAL ADVISOR | $62,540 | not reported in the loaded dataset |
| Ascensus | RECORDKEEPER, CUSTODIAN | $14,371 | not reported in the loaded dataset |