2023 Form 5500 filing — Medical Clinic Of Sacramento, Inc. 401(K) 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 20241015175616NAL0030558081001) for Medical Clinic Of Sacramento, Inc. 401(K) Plan, reported by Medical Clinic Of Sacramento, Inc. under EIN 94-2364338 and plan number 001. It reports 691 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175616NAL0030558081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medical Clinic Of Sacramento, Inc.
- EIN
- 94-2364338
- Plan number
- 001
- Location
- Sacramento, CA
- Participants
- 691
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $262,829,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $262,829,749
- Employer contributions
- $10,255,180
- Participant contributions
- $11,742,613
- Total income / additions
- $63,843,740
- Benefits paid
- $8,258,260
- Administrative expenses
- $52,893
- Total expenses
- $8,354,982
- Net increase / (decrease)
- $55,488,758
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors LLC | INVESTMENT ADVISOR | $32,500 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $26,905 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $18,152 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$24,008 | $0 |