2023 Form 5500 filing — Visalia Medical Clinic, Inc. 401(K) 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 20240911194133NAL0009034161001) for Visalia Medical Clinic, Inc. 401(K) Profit Sharing Plan, reported by Visalia Medical Clinic, Inc. under EIN 94-2203861 and plan number 003. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911194133NAL0009034161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Visalia Medical Clinic, Inc.
- EIN
- 94-2203861
- Plan number
- 003
- Location
- Visalia, CA
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,869,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,869,225
- Employer contributions
- $1,434,941
- Participant contributions
- $1,225,767
- Total income / additions
- $13,794,599
- Benefits paid
- $2,533,146
- Administrative expenses
- $73,170
- Total expenses
- $2,606,316
- Net increase / (decrease)
- $11,188,283
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Trust Company | NONE | $41,889 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $29,825 | not reported in the loaded dataset |