Devine, Millimet & Branch 401(K) Plan — Form 5500 plan (Devine, Millimet & Branch, Professional Association)
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, Devine, Millimet & Branch 401(K) Plan is a benefit plan reported by Devine, Millimet & Branch, Professional Association under EIN 02-0336151 and plan number 005. The latest loaded filing year is 2023. The filing reports 171 participants and $67,210,505 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Devine, Millimet & Branch, Professional Association
- EIN
- 02-0336151
- Plan number
- 005
- Plan type
- 2
- Location
- Manchester, NH
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $67,210,505
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241014125420NAL0026194977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,210,505
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,210,505
- Net assets (BOY)
- $62,918,372
Income & contributions
- Employer contributions
- $868,210
- Participant contributions
- $855,987
- Total contributions
- $1,892,228
- Total income / additions
- $12,457,532
Expenses & distributions
- Benefits paid
- $8,052,644
- Administrative expenses
- $112,755
- Total expenses
- $8,165,399
- Net increase / (decrease)
- $4,292,133
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| One America Retirement Services LLC | NONE | $54,730 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $40,525 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Devine, Millimet & Branch, Professional Association
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Manchester, NH
- One America Retirement Services LLC — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Wipfli Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation