Duffy Health Center, Inc. 403(B) Plan — Form 5500 plan (Duffy Health Center, Inc.)

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, Duffy Health Center, Inc. 403(B) Plan is a benefit plan reported by Duffy Health Center, Inc. under EIN 04-3373741 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $3,603,629 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Duffy Health Center, Inc.
EIN
04-3373741
Plan number
001
Plan type
2
Location
Hyannis, MA
Latest filing year
2023
Participants
135
End-of-year plan assets
$3,603,629

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20250409123522NAL0030484432001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,603,629
Total liabilities (EOY)
$0
Net assets (EOY)
$3,603,629
Net assets (BOY)
$3,289,740

Income & contributions

Employer contributions
$108,363
Participant contributions
$373,969
Total contributions
$491,238
Total income / additions
$969,088

Expenses & distributions

Benefits paid
$630,696
Administrative expenses
$24,503
Total expenses
$655,199
Net increase / (decrease)
$313,889

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$16,471$02023
Merrill Lynch Retirement & BenefitNONE$8,032not reported in the loaded dataset2023

Related Form 5500 pages