City Of Hope Medical Group 401k Retirement Savings Plan — Form 5500 plan (City Of Hope Medical Group, 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, City Of Hope Medical Group 401k Retirement Savings Plan is a benefit plan reported by City Of Hope Medical Group, Inc. under EIN 27-2294296 and plan number 001. The latest loaded filing year is 2023. The filing reports 604 participants and $313,017,402 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- City Of Hope Medical Group, Inc.
- EIN
- 27-2294296
- Plan number
- 001
- Plan type
- 2
- Location
- Duarte, CA
- Latest filing year
- 2023
- Participants
- 604
- End-of-year plan assets
- $313,017,402
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 604 | H, C | 20241014173258NAL0013693139002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $313,017,402
- Net assets (EOY)
- $313,017,402
- Net assets (BOY)
- $251,062,664
Income & contributions
- Employer contributions
- $28,320,693
- Participant contributions
- $3,144,176
- Total contributions
- $33,817,577
- Total income / additions
- $80,392,145
Expenses & distributions
- Benefits paid
- $18,172,135
- Administrative expenses
- $249,418
- Total expenses
- $18,437,407
- Net increase / (decrease)
- $61,954,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sage Advisory Group | NONE | $129,231 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services, In | NONE | $98,885 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $19,829 | not reported in the loaded dataset | 2023 |
| City National Bank | NONE | $14,350 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | NONE | $7,869 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $424 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for City Of Hope Medical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Duarte, CA
- Sage Advisory Group — Schedule C compensation
- Schwab Retirement Plan Services, In — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- City National Bank — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation