2023 Form 5500 filing — Sutter Medical Group Of The Redwoods, 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 20240929192848NAL0002230739001) for Sutter Medical Group Of The Redwoods, Inc. 401(K) Profit Sharing Plan, reported by Sutter Medical Group Of The Redwoods, Inc. under EIN 68-0285735 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240929192848NAL0002230739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sutter Medical Group Of The Redwoods, Inc.
- EIN
- 68-0285735
- Plan number
- 001
- Location
- Santa Rosa, CA
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,302,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,302,617
- Employer contributions
- $3,552,738
- Participant contributions
- $2,200,480
- Total income / additions
- $16,521,069
- Benefits paid
- $2,417,558
- Administrative expenses
- $104,887
- Total expenses
- $2,522,445
- Net increase / (decrease)
- $13,998,624
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willow Creek Wealth Management | ADVISOR | $59,789 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $26,751 | $0 |
| Newport Group, Inc. | RECORDKEEPER | $18,347 | $0 |