Acton Medical Associates, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Acton Medical Associates, 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, Acton Medical Associates, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Acton Medical Associates, P.C. under EIN 04-3038356 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $37,939,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acton Medical Associates, P.C.
- EIN
- 04-3038356
- Plan number
- 001
- Plan type
- 2
- Location
- Acton, MA
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $37,939,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20240624091759NAL0005844545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,939,890
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,939,890
- Net assets (BOY)
- $36,647,896
Income & contributions
- Employer contributions
- $545,134
- Participant contributions
- $1,182,934
- Total contributions
- $1,829,813
- Total income / additions
- $7,766,646
Expenses & distributions
- Benefits paid
- $6,275,396
- Administrative expenses
- $142,639
- Total expenses
- $6,474,652
- Net increase / (decrease)
- $1,291,994
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISOR | $33,590 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $20,441 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | RECORDKEEPER | $8,075 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Servic | RECORDKEEPER | $1,593 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Acton Medical Associates, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Acton, MA
- Global Retirement Partners — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- John Hancock Retirement Plan Servic — Schedule C compensation