2023 Form 5500 filing — Eisenhower Medical Associates 401k 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 20241014123813NAL0026159585001) for Eisenhower Medical Associates 401k Profit Sharing Plan, reported by Eisenhower Medical Associates Inc. under EIN 26-1975439 and plan number 001. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014123813NAL0026159585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eisenhower Medical Associates Inc.
- EIN
- 26-1975439
- Plan number
- 001
- Location
- Rancho Mirage, CA
- Participants
- 342
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,219,748
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,219,748
- Employer contributions
- $7,214,046
- Participant contributions
- $6,276,879
- Total income / additions
- $30,254,035
- Benefits paid
- $9,278,482
- Administrative expenses
- $1,602
- Total expenses
- $9,280,084
- Net increase / (decrease)
- $20,973,951
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $2,277 | $336,295 |
| Beacon Pointe Advisors | NONE | $0 | $275,894 |