401k Plan data: CAPE ANN MEDICAL CENTER 401(K) PROFIT SHARING PLAN plan

CAPE ANN MEDICAL CENTER 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CAPE ANN MEDICAL CENTER 401(K) PROFIT SHARING PLAN
Plan identification number	002

CAPE ANN MEDICAL CENTER 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CAPE ANN MEDICAL CENTER, LLC. has sponsored the creation of one or more 401k plans.

Company Name: CAPE ANN MEDICAL CENTER, LLC.

Employer identification number (EIN): 464446316

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPE ANN MEDICAL CENTER 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MARY HERSHBERG 2024-07-25
002 2022-01-01 MARY HERSHBERG 2023-07-31
002 2021-01-01 MARY HERSHBERG 2022-05-02
002 2020-01-01 MARY HERSHBERG 2021-06-16
002 2019-01-01 MARY HERSHBERG 2020-07-07
002 2018-01-01 MARY HERSHBERG 2019-05-15
002 2017-01-01 MARY HERSHBERG 2018-04-26
002 2016-01-01 MARY HERSHBERG 2017-08-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	MARY HERSHBERG	2024-07-25
002	2022-01-01	MARY HERSHBERG	2023-07-31
002	2021-01-01	MARY HERSHBERG	2022-05-02
002	2020-01-01	MARY HERSHBERG	2021-06-16
002	2019-01-01	MARY HERSHBERG	2020-07-07
002	2018-01-01	MARY HERSHBERG	2019-05-15
002	2017-01-01	MARY HERSHBERG	2018-04-26
002	2016-01-01	MARY HERSHBERG	2017-08-03

Plan Statistics for CAPE ANN MEDICAL CENTER 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CAPE ANN MEDICAL CENTER 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: CAPE ANN MEDICAL CENTER 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-17 48
Total number of particpants at end of year 2025-06-17 48
Number of Participants With Account Balances 2025-06-17 48
2024: CAPE ANN MEDICAL CENTER 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-25 47
Total number of particpants at end of year 2024-07-25 48
Number of Participants With Account Balances 2024-07-25 47
2022: CAPE ANN MEDICAL CENTER 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-05-02 38
Total number of particpants at end of year 2022-05-02 46
Number of Participants With Account Balances 2022-05-02 46

Measure	Date	Value
2025: CAPE ANN MEDICAL CENTER 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-17	48
Total number of particpants at end of year	2025-06-17	48
Number of Participants With Account Balances	2025-06-17	48
2024: CAPE ANN MEDICAL CENTER 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-25	47
Total number of particpants at end of year	2024-07-25	48
Number of Participants With Account Balances	2024-07-25	47
2022: CAPE ANN MEDICAL CENTER 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-05-02	38
Total number of particpants at end of year	2022-05-02	46
Number of Participants With Account Balances	2022-05-02	46

Financial Data on CAPE ANN MEDICAL CENTER 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : CAPE ANN MEDICAL CENTER 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-17	158826
Net assets as of the end of the plan year	2025-06-17	6813846
Total assets as of the beginning of the plan year	2025-06-17	5925989
Value of plan covered by a fidelity bond	2025-06-17	250000
Participant contributions to plan in this plan year	2025-06-17	141392
Value of participant loans at end of plan year	2025-06-17	8669
Other contributions to plan in this plan year	2025-06-17	0
Other income to plan in this plan year	2025-06-17	715055
Plan net income in this plan year	2025-06-17	887857
Net assets as of the end of the plan year	2025-06-17	6813846
Net assets as of the beginning of the plan year	2025-06-17	5925989
Employer contributions to plan in this plan year	2025-06-17	190236
Fees paid to broker by Benefit Provider	2025-06-17	19396
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-17	661
2024 : CAPE ANN MEDICAL CENTER 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-25	188547
Net assets as of the end of the plan year	2024-07-25	5925989
Total assets as of the beginning of the plan year	2024-07-25	5055820
Value of plan covered by a fidelity bond	2024-07-25	500000
Participant contributions to plan in this plan year	2024-07-25	179314
Value of participant loans at end of plan year	2024-07-25	6672
Other income to plan in this plan year	2024-07-25	790499
Plan net income in this plan year	2024-07-25	870169
Net assets as of the end of the plan year	2024-07-25	5925989
Net assets as of the beginning of the plan year	2024-07-25	5055820
Employer contributions to plan in this plan year	2024-07-25	88903
Fees paid to broker by Benefit Provider	2024-07-25	16360
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-25	300
2022 : CAPE ANN MEDICAL CENTER 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-02	18718
Net assets as of the end of the plan year	2022-05-02	5854140
Total assets as of the beginning of the plan year	2022-05-02	4972726
Value of plan covered by a fidelity bond	2022-05-02	500000
Participant contributions to plan in this plan year	2022-05-02	133740
Value of participant loans at end of plan year	2022-05-02	14668
Other expenses paid from plan in this plan year	2022-05-02	163
Other income to plan in this plan year	2022-05-02	588546
Plan net income in this plan year	2022-05-02	881414
Net assets as of the end of the plan year	2022-05-02	5854140
Net assets as of the beginning of the plan year	2022-05-02	4972726
Employer contributions to plan in this plan year	2022-05-02	177846
Fees paid to broker by Benefit Provider	2022-05-02	16197

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Company Name:	CAPE ANN MEDICAL CENTER, LLC.
Employer identification number (EIN):	464446316
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)