2023 Form 5500 filing — Gould Medical Group, Inc. Cash Balance Pension 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 20241015152619NAL0016747155001) for Gould Medical Group, Inc. Cash Balance Pension Plan, reported by Gould Medical Group, Inc. under EIN 94-2151374 and plan number 004. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152619NAL0016747155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gould Medical Group, Inc.
- EIN
- 94-2151374
- Plan number
- 004
- Location
- Modesto, CA
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,656,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,656,543
- Employer contributions
- $2,783,033
- Total income / additions
- $4,493,773
- Benefits paid
- $1,927,802
- Administrative expenses
- $162,609
- Total expenses
- $2,090,411
- Net increase / (decrease)
- $2,403,362
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| October Three Consulting, LLC | NONE | $60,866 | not reported in the loaded dataset |
| Kravitz, LLC | NONE | $32,605 | not reported in the loaded dataset |
| Matrix Trust | RECORDKEEPER | $20,412 | $0 |
| Nfp Retirement Inc. | NONE | $20,000 | not reported in the loaded dataset |
| Bowman & Company Llp | NONE | $16,500 | not reported in the loaded dataset |