2023 Form 5500 filing — Pacific Cardiovascular Associates Medical Group, Inc. 401(K) Savings Plus 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 20241011143649NAL0022050369001) for Pacific Cardiovascular Associates Medical Group, Inc. 401(K) Savings Plus Plan, reported by Pacific Cardiovascular Associates Medical Group, Inc. under EIN 33-0168095 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011143649NAL0022050369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Cardiovascular Associates Medical Group, Inc.
- EIN
- 33-0168095
- Plan number
- 001
- Location
- Costa Mesa, CA
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,114,768
- Net assets (EOY)
- $10,114,768
- Employer contributions
- $324,047
- Participant contributions
- $648,828
- Total income / additions
- $2,347,116
- Benefits paid
- $315,919
- Administrative expenses
- $8,116
- Total expenses
- $333,384
- Net increase / (decrease)
- $2,013,732
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilshire Associates | INVESTMENT ADVISOR | $4,328 | not reported in the loaded dataset |
| Insperity Retirement Services | RECORDKEEPER | $2,613 | not reported in the loaded dataset |