Derry Medical Center 401(K) Plan — Form 5500 plan (Derry Medical Center Pa)
Plain-English plan 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, Derry Medical Center 401(K) Plan is a benefit plan reported by Derry Medical Center Pa under EIN 02-0314077 and plan number 002. The latest loaded filing year is 2023. The filing reports 323 participants and $40,305,315 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Derry Medical Center Pa
- EIN
- 02-0314077
- Plan number
- 002
- Plan type
- 2
- Location
- Derry, NH
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $40,305,315
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20240604100039NAL0030991664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,305,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,305,315
- Net assets (BOY)
- $31,549,951
Income & contributions
- Employer contributions
- $1,149,000
- Participant contributions
- $1,812,404
- Total contributions
- $3,958,466
- Total income / additions
- $9,633,764
Expenses & distributions
- Benefits paid
- $843,127
- Administrative expenses
- $35,273
- Total expenses
- $878,400
- Net increase / (decrease)
- $8,755,364
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Caron & Bletzer, Pllc | ACCOUNTANT/AUDITOR | $10,100 | not reported in the loaded dataset | 2023 |
| New Century Investment Mgmt, LLC | INVESTMENT ADVISOR | $8,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,450 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $4,510 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Derry Medical Center Pa
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Derry, NH
- Caron & Bletzer, Pllc — Schedule C compensation
- New Century Investment Mgmt, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation