Eisenhower Medical Associates 401k Profit Sharing Plan — Form 5500 plan (Eisenhower Medical Associates Inc.)
Plain-English plan 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, Eisenhower Medical Associates 401k Profit Sharing Plan is a benefit plan reported by Eisenhower Medical Associates Inc. under EIN 26-1975439 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $101,219,748 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eisenhower Medical Associates Inc.
- EIN
- 26-1975439
- Plan number
- 001
- Plan type
- 2
- Location
- Rancho Mirage, CA
- Latest filing year
- 2023
- Participants
- 342
- End-of-year plan assets
- $101,219,748
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 342 | H, C | 20241014123813NAL0026159585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,219,748
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,219,748
- Net assets (BOY)
- $80,245,797
Income & contributions
- Employer contributions
- $7,214,046
- Participant contributions
- $6,276,879
- Total contributions
- $17,431,332
- Total income / additions
- $30,254,035
Expenses & distributions
- Benefits paid
- $9,278,482
- Administrative expenses
- $1,602
- Total expenses
- $9,280,084
- Net increase / (decrease)
- $20,973,951
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $2,277 | $336,295 | 2023 |
| Beacon Pointe Advisors | NONE | $0 | $275,894 | 2023 |