2023 Form 5500 filing — Red Oaks Medical Group 401k Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240909105708NAL0002331907001) for Red Oaks Medical Group 401k Profit Sharing Plan, reported by Red Oaks Medical Group under EIN 94-1750150 and plan number 002. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909105708NAL0002331907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Red Oaks Medical Group
- EIN
- 94-1750150
- Plan number
- 002
- Location
- Red Bluff, CA
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,776,707
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,776,707
- Employer contributions
- $326,656
- Participant contributions
- $645,095
- Total income / additions
- $2,710,317
- Benefits paid
- $1,494,918
- Administrative expenses
- $101,880
- Total expenses
- $1,596,798
- Net increase / (decrease)
- $1,113,519
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Co | RECORD KEEPER | $77,310 | $0 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $24,570 | $0 |