2023 Form 5500 filing — Swbmg 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 20241015205222NAL0029652129003) for Swbmg 401(K) Plan, reported by The Aurray Group, Inc. D/B/A Sutter West Bay Medical Group under EIN 91-1875960 and plan number 001. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015205222NAL0029652129003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Aurray Group, Inc. D/B/A Sutter West Bay Medical Group
- EIN
- 91-1875960
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,279,024
- Net assets (EOY)
- $113,279,024
- Employer contributions
- $4,346,560
- Participant contributions
- $3,259,059
- Total income / additions
- $30,767,214
- Benefits paid
- $2,533,360
- Administrative expenses
- $21,209
- Total expenses
- $2,557,440
- Net increase / (decrease)
- $28,209,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $7,375 | not reported in the loaded dataset |
| Private Ocean | NONE | $5,553 | not reported in the loaded dataset |
| Abound Wealth Management LLC | NONE | $5,454 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $718 | $0 |