2023 Form 5500 filing — Gmmsa 401(K) Psp
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 20241009170638NAL0037773986001) for Gmmsa 401(K) Psp, reported by Greater Modesto Medical Surgical Associates, Inc under EIN 26-4290978 and plan number 001. It reports 295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009170638NAL0037773986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greater Modesto Medical Surgical Associates, Inc
- EIN
- 26-4290978
- Plan number
- 001
- Location
- Modesto, CA
- Participants
- 295
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,634,149
- Net assets (EOY)
- $33,634,149
- Employer contributions
- $1,237,275
- Participant contributions
- $2,647,772
- Total income / additions
- $9,441,162
- Benefits paid
- $3,171,863
- Administrative expenses
- $73,274
- Total expenses
- $3,256,432
- Net increase / (decrease)
- $6,184,730
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial, LLC | ADVISOR | $59,163 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $14,033 | $0 |