2023 Form 5500 filing — Kern Medical Surgery Center Ll 401(K) Profit Sharing Plan & Trust
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 20241015115124NAL0028261793001) for Kern Medical Surgery Center Ll 401(K) Profit Sharing Plan & Trust, reported by Kern Medical Surgery Center Ll under EIN 35-2572591 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115124NAL0028261793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kern Medical Surgery Center Ll
- EIN
- 35-2572591
- Plan number
- 001
- Location
- Bakersfield, CA
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,079,073
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,079,073
- Employer contributions
- $103,035
- Participant contributions
- $180,259
- Total income / additions
- $368,398
- Benefits paid
- $70,117
- Administrative expenses
- $14,493
- Total expenses
- $84,610
- Net increase / (decrease)
- $283,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| 401k Generation Inc. | ADVISOR | $5,713 | not reported in the loaded dataset |