2023 Form 5500 filing — Gould 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 20241015163931NAL0050491248001) for Gould Medical Group, Inc. 401(K) Profit Sharing Plan, reported by Gould Medical Group, Inc. under EIN 94-2151374 and plan number 003. It reports 595 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163931NAL0050491248001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gould Medical Group, Inc.
- EIN
- 94-2151374
- Plan number
- 003
- Location
- Modesto, CA
- Participants
- 595
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $393,260,509
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $393,260,509
- Employer contributions
- $12,286,779
- Participant contributions
- $8,161,225
- Total income / additions
- $83,937,959
- Benefits paid
- $18,431,163
- Administrative expenses
- -$66,810
- Total expenses
- $18,371,084
- Net increase / (decrease)
- $65,566,875
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $75,922 | not reported in the loaded dataset |
| Nfp Retirement | CONSULTANT | $62,500 | not reported in the loaded dataset |
| Kravitz LLC | CONSULTANT | $11,089 | not reported in the loaded dataset |
| Bowman& Company, Llp | ACCOUNTANT/AUDITOR | $10,500 | not reported in the loaded dataset |
| Fiduciary Advocates LLC | CONSULTANT | $5,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$235,488 | $0 |