2023 Form 5500 filing — Sutter 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 20241011142622NAL0012593171001) for Sutter Medical Group 401(K) Profit Sharing Plan, reported by Sutter Medical Group, Inc. under EIN 68-0002401 and plan number 004. It reports 1,369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011142622NAL0012593171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sutter Medical Group, Inc.
- EIN
- 68-0002401
- Plan number
- 004
- Location
- Sacramento, CA
- Participants
- 1,369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $886,973,524
- Total liabilities (EOY)
- $59
- Net assets (EOY)
- $886,973,465
- Employer contributions
- $32,687,599
- Participant contributions
- $22,151,300
- Total income / additions
- $199,704,830
- Benefits paid
- $57,320,457
- Administrative expenses
- $356,490
- Total expenses
- $57,698,414
- Net increase / (decrease)
- $142,006,416
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus, LLC | PLAN ADMINISTRATOR | $270,963 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $151,541 | not reported in the loaded dataset |
| Nwk Group | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset |
| Gemmer Assest Management LLC | CONSULTANT | $16,133 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$310,660 | $0 |