Mary Ann Morse Healthcare Corp. 401(K) Plan — Form 5500 plan (Mary Ann Morse Healthcare Corp.)
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, Mary Ann Morse Healthcare Corp. 401(K) Plan is a benefit plan reported by Mary Ann Morse Healthcare Corp. under EIN 22-3064323 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $5,641,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mary Ann Morse Healthcare Corp.
- EIN
- 22-3064323
- Plan number
- 001
- Plan type
- 2
- Location
- Natick, MA
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $5,641,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20240926082635NAL0000781202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,641,477
- Total liabilities (EOY)
- $71
- Net assets (EOY)
- $5,641,406
- Net assets (BOY)
- $4,350,952
Income & contributions
- Employer contributions
- $98,449
- Participant contributions
- $574,651
- Total contributions
- $715,826
- Total income / additions
- $1,514,382
Expenses & distributions
- Benefits paid
- $219,806
- Administrative expenses
- $4,122
- Total expenses
- $223,928
- Net increase / (decrease)
- $1,290,454
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $0 | $14,877 | 2023 |
| Bds Consulting Group, Inc. | TPA | $3,147 | not reported in the loaded dataset | 2023 |
| Voya Retirement Ins & Ann Co. | RECORDKEEPER | $975 | $809 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mary Ann Morse Healthcare Corp.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Natick, MA
- Commonwealth Financial Network — Schedule C compensation
- Bds Consulting Group, Inc. — Schedule C compensation
- Voya Retirement Ins & Ann Co. — Schedule C compensation