Retriever Medical Dental Payments 401(K) Profit Sharing — Form 5500 plan (Retriever Medical Dental Payment)
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, Retriever Medical Dental Payments 401(K) Profit Sharing is a benefit plan reported by Retriever Medical Dental Payment under EIN 81-5161611 and plan number 001. The latest loaded filing year is 2023. The filing reports 323 participants and $9,178,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Retriever Medical Dental Payment
- EIN
- 81-5161611
- Plan number
- 001
- Plan type
- 2
- Location
- Valhalla, NY
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $9,178,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20241015070927NAL0027744385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,178,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,178,074
- Net assets (BOY)
- $4,989,094
Income & contributions
- Employer contributions
- $526,574
- Participant contributions
- $1,738,970
- Total contributions
- $3,522,217
- Total income / additions
- $4,733,511
Expenses & distributions
- Benefits paid
- $761,233
- Administrative expenses
- $31,110
- Total expenses
- $799,666
- Net increase / (decrease)
- $3,933,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The David J Yvars Group | INVESTMENT/FINANCIAL ADVI | $25,466 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $5,643 | $0 | 2023 |