Washington Township Medical Foundation 401(K) Plan — Form 5500 plan (Washington Township Medical Foundation)
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, Washington Township Medical Foundation 401(K) Plan is a benefit plan reported by Washington Township Medical Foundation under EIN 30-0564526 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $10,398,045 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.4MPlan net assets, end of year$10,398,045
Participants291Covered participants reported
Assets / participant$35.7KComputed: assets ÷ participants$35,732 (computed)
Provider compensation$10K1 Schedule C provider row(s)$10,030
- Plan sponsor
- Washington Township Medical Foundation
- EIN
- 30-0564526
- Plan number
- 001
- Plan type
- 2
- Location
- Fremont, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20241015185213NAL0015278579001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.4M total assets
Net assets$10.4MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $10,398,045
- Net assets (EOY)
- $10,398,045
- Net assets (BOY)
- $8,513,619
Income & contributions
- Employer contributions
- $429,924
- Participant contributions
- $594,010
- Total contributions
- $1,023,934
- Total income / additions
- $2,523,439
Expenses & distributions
- Benefits paid
- $628,983
- Administrative expenses
- $10,030
- Total expenses
- $639,013
- Net increase / (decrease)
- $1,884,426
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
42%58%
Employer 42%Participant 58%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic Retirement Services Company | NONE | $10,030 | $0 | 2023 |