2023 Form 5500 filing — Sierra Pacific Orthopaedic Center Medical Group, Inc. 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 20241014142824NAL0044876032001) for Sierra Pacific Orthopaedic Center Medical Group, Inc. 401(K) Profit Sharing Plan, reported by Sierra Pacific Orthopaedic Center Medical Group, Inc. under EIN 77-0548187 and plan number 001. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142824NAL0044876032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sierra Pacific Orthopaedic Center Medical Group, Inc.
- EIN
- 77-0548187
- Plan number
- 001
- Location
- Fresno, CA
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,084,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,084,215
- Employer contributions
- $1,305,167
- Participant contributions
- $1,107,597
- Total income / additions
- $10,343,636
- Benefits paid
- $599,256
- Administrative expenses
- $201,061
- Total expenses
- $800,317
- Net increase / (decrease)
- $9,543,319
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | CONTRACT ADMINISTRATION | $119,566 | $0 |
| Cetera Advisor Networks LLC | INVESTMENT ADVISORY | $81,495 | not reported in the loaded dataset |