Santa Cruz Medical Group, Inc. 401(K) Plan — Form 5500 plan (Santa Cruz 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, Santa Cruz Medical Group, Inc. 401(K) Plan is a benefit plan reported by Santa Cruz Medical Group, Inc. under EIN 30-0831235 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $44,111,843 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santa Cruz Medical Group, Inc.
- EIN
- 30-0831235
- Plan number
- 001
- Plan type
- 2
- Location
- Rancho Cordova, CA
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $44,111,843
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20241013230858NAL0014371827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,111,843
- Total liabilities (EOY)
- $3
- Net assets (EOY)
- $44,111,840
- Net assets (BOY)
- $35,076,767
Income & contributions
- Employer contributions
- $2,346,591
- Participant contributions
- $2,518,845
- Total contributions
- $5,413,752
- Total income / additions
- $11,915,065
Expenses & distributions
- Benefits paid
- $2,855,246
- Administrative expenses
- $19,460
- Total expenses
- $2,879,992
- Net increase / (decrease)
- $9,035,073
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $17,587 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors LLC | INVESTMENT ADVISOR | $6,250 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$3,828 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Santa Cruz Medical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Rancho Cordova, CA
- Strategic Advisors, Inc. — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation