Mevion Medical Systems Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mevion Medical Systems 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, Mevion Medical Systems Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mevion Medical Systems Inc. under EIN 20-0794350 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $16,837,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mevion Medical Systems Inc.
- EIN
- 20-0794350
- Plan number
- 001
- Plan type
- 2
- Location
- Littleton, MA
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $16,837,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20241014091519NAL0026885553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,837,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,837,800
- Net assets (BOY)
- $12,581,597
Income & contributions
- Employer contributions
- $480,131
- Participant contributions
- $1,780,507
- Total contributions
- $2,651,281
- Total income / additions
- $4,965,126
Expenses & distributions
- Benefits paid
- $687,972
- Administrative expenses
- $20,951
- Total expenses
- $708,923
- Net increase / (decrease)
- $4,256,203
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| New Wealth Advisors, LLC | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $351 | $0 | 2023 |