2023 Form 5500 filing — Sound Family Medicine 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 20241009100304NAL0030873040003) for Sound Family Medicine 401(K) Plan, reported by Sound Family Medicine under EIN 91-1502939 and plan number 002. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009100304NAL0030873040003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sound Family Medicine
- EIN
- 91-1502939
- Plan number
- 002
- Location
- Puyallup, WA
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,465,869
- Net assets (EOY)
- $18,465,869
- Employer contributions
- $387,499
- Participant contributions
- $755,838
- Total income / additions
- $3,876,669
- Benefits paid
- $754,672
- Administrative expenses
- $43,222
- Total expenses
- $797,894
- Net increase / (decrease)
- $3,078,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $43,222 | $0 |