2023 Form 5500 filing — Santa Cruz 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 20241013230858NAL0014371827001) for Santa Cruz Medical Group, Inc. 401(K) Plan, reported by Santa Cruz Medical Group, Inc. under EIN 30-0831235 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013230858NAL0014371827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Santa Cruz Medical Group, Inc.
- EIN
- 30-0831235
- Plan number
- 001
- Location
- Rancho Cordova, CA
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,111,843
- Total liabilities (EOY)
- $3
- Net assets (EOY)
- $44,111,840
- Employer contributions
- $2,346,591
- Participant contributions
- $2,518,845
- Total income / additions
- $11,915,065
- Benefits paid
- $2,855,246
- Administrative expenses
- $19,460
- Total expenses
- $2,879,992
- Net increase / (decrease)
- $9,035,073
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $17,587 | not reported in the loaded dataset |
| Resources Investment Advisors LLC | INVESTMENT ADVISOR | $6,250 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$3,828 | $0 |