2023 Form 5500 filing — Monterey Spine & Joint, Pc 401(K) 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 20240924114419NAL0012742401001) for Monterey Spine & Joint, Pc 401(K) Plan, reported by Monterey Spine & Joint under EIN 20-3198788 and plan number 002. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924114419NAL0012742401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monterey Spine & Joint
- EIN
- 20-3198788
- Plan number
- 002
- Location
- Monterey, CA
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,806,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,806,151
- Employer contributions
- $377,560
- Participant contributions
- $635,374
- Total income / additions
- $2,298,911
- Benefits paid
- $894,763
- Administrative expenses
- $68,022
- Total expenses
- $962,785
- Net increase / (decrease)
- $1,336,126
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Retirement Services | TPA, CONTRACT ADMIN | $33,078 | not reported in the loaded dataset |
| Ascensus, LLC | RECORDKEEPER | $19,107 | $6 |
| Commonwealth Financial Network | ADVISOR | $11,184 | not reported in the loaded dataset |