2023 Form 5500 filing — Palo Alto Foundation Medical Group, Inc. 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 20241012183928NAL0040595568001) for Palo Alto Foundation Medical Group, Inc. 401(K) Plan, reported by Palo Alto Foundation Medical Group, Inc. under EIN 51-0656809 and plan number 001. It reports 2,287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012183928NAL0040595568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palo Alto Foundation Medical Group, Inc.
- EIN
- 51-0656809
- Plan number
- 001
- Location
- Mountain View, CA
- Participants
- 2,287
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,966,580,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,966,580,341
- Employer contributions
- $42,992,423
- Participant contributions
- $38,932,855
- Total income / additions
- $381,821,291
- Benefits paid
- $87,640,411
- Administrative expenses
- $8,798
- Total expenses
- $87,679,725
- Net increase / (decrease)
- $294,141,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ewg Elevate Inc. | INVESTMENT ADVISOR | $6,461 | not reported in the loaded dataset |
| Trucker Huss, Apc | ATTORNEY | $1,738 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$119,505 | $0 |