2023 Form 5500 filing — Farallon Medical Alliance Retirement 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 20240927183222NAL0004333648001) for Farallon Medical Alliance Retirement Plan, reported by Farallon Medical Alliance, LLC under EIN 47-2544148 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927183222NAL0004333648001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Farallon Medical Alliance, LLC
- EIN
- 47-2544148
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,255,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,255,490
- Employer contributions
- $4,009,193
- Participant contributions
- $3,112,102
- Total income / additions
- $18,963,953
- Benefits paid
- $5,822,079
- Administrative expenses
- $133,651
- Total expenses
- $5,981,574
- Net increase / (decrease)
- $12,982,379
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $103,966 | not reported in the loaded dataset |
| Carlson Quinn And Associates | CONTRACT ADMIN | $45,283 | not reported in the loaded dataset |