Melanson, P.C. 401(K) Plan — Form 5500 plan (Melanson, P.C.)

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, Melanson, P.C. 401(K) Plan is a benefit plan reported by Melanson, P.C. under EIN 02-0354851 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Melanson, P.C.
EIN
02-0354851
Plan number
001
Plan type
2
Location
Merrimack, NH
Latest filing year
2023
Participants
130
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20240124093940NAL0013245361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$10,622,315

Income & contributions

Employer contributions
$349,261
Participant contributions
$36,076
Total contributions
$385,337
Total income / additions
$938,113

Expenses & distributions

Benefits paid
$818,394
Administrative expenses
$11,875
Total expenses
$830,269
Net increase / (decrease)
$107,844

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$6,085$02023
Barnes DenningACCOUNTANT/AUDITOR$5,790not reported in the loaded dataset2023
Rbc Wealth ManagementADVISOR$0$02023

Related Form 5500 pages