Slocum-dickson Medical Group, Pllc 401(k) Plan: Login, Facts & Contact Information

Slocum-dickson Medical Group, Pllc 401(k) Plan Facts

Plan name
SLOCUM-DICKSON MEDICAL GROUP, PLLC RETIREMENT PLAN
Plan type
401(k) and profit sharing
Plan sponsor
SLOCUM-DICKSON MEDICAL GROUP, PLLC
Participants
666 (413 active employees)
Former employees with a balance
202
Plan assets
$87,148,608 at Mar 31, 2025
Average account balance
$149,998 across 581 accounts
Employer contributions
$2,257,538 in plan year 2024 (54% of all contributions)
Recordkeeper
Epic Retirement Plan Services
Plan year
Apr 1, 2024 – Mar 31, 2025
Plan established
Oct 2, 1978
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Apr 1, 2024 – Mar 31, 2025), filed Jan 14, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.19 million went into the plan in contributions, $2.26 million of it from the employer (54%).
  • $10.3 million was paid out to participants.
  • Investment and other income added $5.91 million.
  • Administrative expenses were $329,705, about $567 per account.

How the Slocum-dickson Medical Group, Pllc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019780$70.8 million$2.41 million$4.17 million
2020831$94.4 million$2.91 million$7.40 million
2021832$96.8 million$2.53 million$6.14 million
2022722$81.4 million$2.32 million$13.0 million
2023736$87.7 million$1.99 million$11.7 million
2024666$87.1 million$2.26 million$10.3 million

Slocum-dickson Medical Group, Pllc 401(k) Contact Information

Phone
315-798-1500
Mailing address
1729 BURRSTONE ROAD, NEW HARTFORD NY 13413
Plan sponsor
SLOCUM-DICKSON MEDICAL GROUP, PLLC
Employer identification number (EIN)
20-0362623
Plan number
002

Questions about the Slocum-dickson Medical Group, Pllc 401(k)

Does Slocum-dickson Medical Group, Pllc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $2.26 million in employer contributions for plan year 2024.

Does the Slocum-dickson Medical Group, Pllc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Slocum-dickson Medical Group, Pllc 401(k) plan?

666 participants at the start of plan year 2024, 413 of them active employees, and 202 former employees who still had money in the plan.

What is the average 401(k) balance at Slocum-dickson Medical Group, Pllc?

About $149,998 per account: $87.1 million in plan assets across 581 accounts with a balance at the end of plan year 2024.

Who manages the Slocum-dickson Medical Group, Pllc 401(k) accounts?

EPIC Retirement Plan Services is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Slocum-dickson Medical Group, Pllc. How do I access my 401(k)?

Your account stays with EPIC Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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