Montage Medical Group 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Montage Medical Group)
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, Montage Medical Group 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Montage Medical Group under EIN 26-4826604 and plan number 001. The latest loaded filing year is 2023. The filing reports 321 participants and $13,915,482 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montage Medical Group
- EIN
- 26-4826604
- Plan number
- 001
- Plan type
- 2
- Location
- Monterey, CA
- Latest filing year
- 2023
- Participants
- 321
- End-of-year plan assets
- $13,915,482
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 321 | H, C | 20241015174007NAL0058983442001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,915,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,915,482
- Net assets (BOY)
- $9,930,046
Income & contributions
- Employer contributions
- $830,060
- Participant contributions
- $1,805,808
- Total contributions
- $3,769,233
- Total income / additions
- $5,622,641
Expenses & distributions
- Benefits paid
- $1,618,279
- Administrative expenses
- $18,329
- Total expenses
- $1,637,205
- Net increase / (decrease)
- $3,985,436
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empoer Annuity Ins. Co. Of America | RECORDKEEPER | $18,329 | $0 | 2023 |