2023 Form 5500 filing — Pafmg Cash Balance Plan Ii
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 20240930121049NAL0003225987001) for Pafmg Cash Balance Plan Ii, reported by Palo Alto Foundation Medical Group, Inc. under EIN 51-0656809 and plan number 007. It reports 1,030 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930121049NAL0003225987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palo Alto Foundation Medical Group, Inc.
- EIN
- 51-0656809
- Plan number
- 007
- Location
- Mountain View, CA
- Participants
- 1,030
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $281,948,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $281,948,594
- Employer contributions
- $67,000,000
- Total income / additions
- $81,748,340
- Benefits paid
- $9,151,083
- Administrative expenses
- $431,953
- Total expenses
- $9,583,036
- Net increase / (decrease)
- $72,165,304
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Futureplan | NONE | $215,523 | not reported in the loaded dataset |
| Berla Investing | INVESTMENT ADVISOR | $69,892 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | TRUSTEE | $36,579 | $0 |
| Miller Kaplan Arase | AUDITOR | $13,000 | not reported in the loaded dataset |