Charles River Medical Associates, P.C. 401(K) Retirement Plan — Form 5500 plan (Charles River Medical Associates Pc)

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, Charles River Medical Associates, P.C. 401(K) Retirement Plan is a benefit plan reported by Charles River Medical Associates Pc under EIN 04-3260427 and plan number 002. The latest loaded filing year is 2023. The filing reports 578 participants and $108,923,648 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Charles River Medical Associates Pc
EIN
04-3260427
Plan number
002
Plan type
2
Location
Framingham, MA
Latest filing year
2023
Participants
578
End-of-year plan assets
$108,923,648

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023578H, C20240829140454NAL0007661427001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$108,923,648
Total liabilities (EOY)
$0
Net assets (EOY)
$108,923,648
Net assets (BOY)
$86,280,943

Income & contributions

Employer contributions
$2,864,123
Participant contributions
$2,589,949
Total contributions
$6,139,495
Total income / additions
$24,268,608

Expenses & distributions

Benefits paid
$1,578,276
Administrative expenses
$30,743
Total expenses
$1,625,903
Net increase / (decrease)
$22,642,705

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity InvestmentsRECORDKEEPER$30,742$02023

Related Form 5500 pages