2023 Form 5500 filing — Heritage Medical Group Retirement Savings 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 20241219185942NAL0007957680001) for Heritage Medical Group Retirement Savings 401(K) Plan, reported by High Desert Medical Corporation under EIN 95-3930862 and plan number 002. It reports 5,153 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)$208.9MReported net assets$208,902,184
Participants5.2K5,153
Provider compensation$384.3K3 Schedule C row(s)$384,338
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241219185942NAL0007957680001
- Plan sponsor
- High Desert Medical Corporation
- EIN
- 95-3930862
- Plan number
- 002
- Location
- Lancaster, CA
- Received date
- not reported in the loaded dataset
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)$208.9M total assets
Net assets$208.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $208,902,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $208,902,184
- Employer contributions
- $775,885
- Participant contributions
- $20,150,169
- Total income / additions
- $52,322,264
- Benefits paid
- $16,113,991
- Administrative expenses
- $388,503
- Total expenses
- $16,587,669
- Net increase / (decrease)
- $35,734,595
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $242,587 | not reported in the loaded dataset |
| Sageview Advisory Group LLC | ADVISOR | $121,563 | not reported in the loaded dataset |
| Weaver And Tidwell, Llp | ACCOUNTANT/AUDITOR | $20,188 | not reported in the loaded dataset |