2023 Form 5500 filing — Sebmg 401k Profit-Share 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 20241014171242NAL0026805617001) for Sebmg 401k Profit-Share Plan, reported by Sutter East Bay Medical Group, Inc. under EIN 20-1857625 and plan number 001. It reports 475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014171242NAL0026805617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sutter East Bay Medical Group, Inc.
- EIN
- 20-1857625
- Plan number
- 001
- Location
- Emeryville, CA
- Participants
- 475
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $199,998,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $199,998,574
- Employer contributions
- $10,897,102
- Participant contributions
- $6,403,569
- Total income / additions
- $48,253,303
- Benefits paid
- $8,980,277
- Administrative expenses
- -$29,766
- Total expenses
- $8,953,792
- Net increase / (decrease)
- $39,299,511
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwk Group | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$89,766 | $0 |