Briarcliffe 401(K) Plan — Form 5500 plan (Medical Homes Of Rhode Island, 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, Briarcliffe 401(K) Plan is a benefit plan reported by Medical Homes Of Rhode Island, Inc. under EIN 05-0302286 and plan number 002. The latest loaded filing year is 2023. The filing reports 309 participants and $3,088,218 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medical Homes Of Rhode Island, Inc.
- EIN
- 05-0302286
- Plan number
- 002
- Plan type
- 2
- Location
- Johnston, RI
- Latest filing year
- 2023
- Participants
- 309
- End-of-year plan assets
- $3,088,218
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H, C | 20241007152905NAL0016336321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,088,218
- Total liabilities (EOY)
- $12,858
- Net assets (EOY)
- $3,075,360
- Net assets (BOY)
- $2,456,197
Income & contributions
- Participant contributions
- $631,532
- Total contributions
- $631,532
- Total income / additions
- $1,090,625
Expenses & distributions
- Benefits paid
- $418,946
- Administrative expenses
- $52,516
- Total expenses
- $471,462
- Net increase / (decrease)
- $619,163
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER | $35,468 | not reported in the loaded dataset | 2023 |
| Mayflower Financial Advisors, LLC | INVESTMENT ADVISOR | $10,433 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $6,615 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medical Homes Of Rhode Island, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Johnston, RI
- Stancorp Financial Group — Schedule C compensation
- Mayflower Financial Advisors, LLC — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation