2023 Form 5500 filing — Packard Medical Group 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 20241003095123NAL0009706337001) for Packard Medical Group 401(K) Profit Sharing Plan, reported by Packard Medical Group, Inc. under EIN 35-2420096 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
- 20241003095123NAL0009706337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Packard Medical Group, Inc.
- EIN
- 35-2420096
- Plan number
- 001
- Location
- Palo Alto, CA
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,414,976
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,414,976
- Employer contributions
- $4,588,748
- Participant contributions
- $3,759,513
- Total income / additions
- $22,764,308
- Benefits paid
- $2,883,745
- Administrative expenses
- $20,514
- Total expenses
- $2,905,095
- Net increase / (decrease)
- $19,859,213
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $20,514 | $0 |