2023 Form 5500 filing — Providence Medical Group, Northern California 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 20241015170526NAL0049054576001) for Providence Medical Group, Northern California 401(K) Profit Sharing Plan, reported by Providence Medical Group, Northern California under EIN 88-1779768 and plan number 001. It reports 351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$91.6MReported net assets$91,582,734
Participants351
Provider compensation$28.3K2 Schedule C row(s)$28,334
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015170526NAL0049054576001
Plan sponsor
Providence Medical Group, Northern California
EIN
88-1779768
Plan number
001
Location
Anaheim, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$91.6M total assets
Net assets$91.6MLiabilities$0
Money in vs. money out
Total income / additions$73M
Total expenses$2.5M
Benefits paid / distributions$2.5M
Contributions
Employer$10.3M
Participant$5.1M
Full reported line items
Total assets (EOY)
$91,582,734
Total liabilities (EOY)
$0
Net assets (EOY)
$91,582,734
Employer contributions
$10,255,842
Participant contributions
$5,145,816
Total income / additions
$72,977,863
Benefits paid
$2,498,945
Administrative expenses
$26,979
Total expenses
$2,525,924
Net increase / (decrease)
$70,451,939
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT MGMT · Direct $25.7K
  2. 2
    RECORDKEEPER · Direct $2.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015170526NAL0049054576001 cover?
It is the 2023 Form 5500 filing for Providence Medical Group, Northern California 401(K) Profit Sharing Plan, reported by Providence Medical Group, Northern California (EIN 88-1779768).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages