2023 Form 5500 filing — Onpoint Medical Group, LLC 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 20241007154245NAL0027872992001) for Onpoint Medical Group, LLC 401(K) Plan, reported by Onpoint Medical Group, LLC under EIN 36-4778373 and plan number 001. It reports 362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007154245NAL0027872992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Onpoint Medical Group, LLC
- EIN
- 36-4778373
- Plan number
- 001
- Location
- Highlands Ranch, CO
- Participants
- 362
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,928,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,928,682
- Employer contributions
- $653,143
- Participant contributions
- $1,264,718
- Total income / additions
- $3,461,785
- Benefits paid
- $825,594
- Administrative expenses
- $63,895
- Total expenses
- $889,489
- Net increase / (decrease)
- $2,572,296
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $32,091 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $31,804 | not reported in the loaded dataset |