2023 Form 5500 filing — Monterey Bay Gi Consultants 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 20240923181232NAL0011743489002) for Monterey Bay Gi Consultants 401(K) Profit Sharing Plan, reported by Monterey Bay Gi Consultants Medical Group, Inc. under EIN 77-0139017 and plan number 001. It reports 95 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923181232NAL0011743489002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monterey Bay Gi Consultants Medical Group, Inc.
- EIN
- 77-0139017
- Plan number
- 001
- Location
- Monterey, CA
- Participants
- 95
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,446,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,446,540
- Employer contributions
- $505,681
- Participant contributions
- $335,830
- Total income / additions
- $4,073,418
- Benefits paid
- $125,852
- Administrative expenses
- $37,399
- Total expenses
- $168,695
- Net increase / (decrease)
- $3,904,723
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | SERVICE PROVIDER | $0 | $11,407 |
| Voya Retirement Insu And Annuity Co | SERVICE PROVIDER | $543 | $0 |