Millstone Medical Outsourcing, LLC 401(K) Retirement Plan — Form 5500 plan (Millstone Medical Outsourcing, LLC)
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, Millstone Medical Outsourcing, LLC 401(K) Retirement Plan is a benefit plan reported by Millstone Medical Outsourcing, LLC under EIN 84-1654439 and plan number 001. The latest loaded filing year is 2023. The filing reports 632 participants and $13,379,333 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Millstone Medical Outsourcing, LLC
- EIN
- 84-1654439
- Plan number
- 001
- Plan type
- 2
- Location
- Fall River, MA
- Latest filing year
- 2023
- Participants
- 632
- End-of-year plan assets
- $13,379,333
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 632 | H, C | 20240927103230NAL0001145075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,379,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,379,333
- Net assets (BOY)
- $10,118,392
Income & contributions
- Employer contributions
- $671,338
- Participant contributions
- $1,334,436
- Total contributions
- $2,765,191
- Total income / additions
- $4,798,038
Expenses & distributions
- Benefits paid
- $1,461,352
- Administrative expenses
- $75,745
- Total expenses
- $1,537,097
- Net increase / (decrease)
- $3,260,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $26,743 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,656 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $22,346 | not reported in the loaded dataset | 2023 |
| Kestra Investment Services LLC | BROKER/ADVISER | $0 | $2,058 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Millstone Medical Outsourcing, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Fall River, MA
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation