2023 Form 5500 filing — Merced Faculty Associates Medical Group, 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 20241008135531NAL0028859264001) for Merced Faculty Associates Medical Group, Inc. 401(K) Profit Sharing Plan, reported by Merced Faculty Associates Medical Group, Inc. under EIN 77-0252214 and plan number 003. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008135531NAL0028859264001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Merced Faculty Associates Medical Group, Inc.
- EIN
- 77-0252214
- Plan number
- 003
- Location
- Merced, CA
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,355,270
- Total liabilities (EOY)
- $95
- Net assets (EOY)
- $26,355,175
- Employer contributions
- $1,371,188
- Participant contributions
- $457,211
- Total income / additions
- $5,872,267
- Benefits paid
- $423,292
- Administrative expenses
- $47,806
- Total expenses
- $476,869
- Net increase / (decrease)
- $5,395,398
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $42,550 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,606 | $0 |