Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan — Form 5500 plan (Sharp Rees-Stealy 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, Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan is a benefit plan reported by Sharp Rees-Stealy Medical Group, Inc. under EIN 33-0106028 and plan number 001. The latest loaded filing year is 2023. The filing reports 390 participants and $264,861,856 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sharp Rees-Stealy Medical Group, Inc.
- EIN
- 33-0106028
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 390
- End-of-year plan assets
- $264,861,856
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 390 | H, C | 20241016001117NAL0017379667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $264,861,856
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $264,861,856
- Net assets (BOY)
- $233,984,944
Income & contributions
- Employer contributions
- $16,051,436
- Total contributions
- $16,073,836
- Total income / additions
- $62,001,079
Expenses & distributions
- Benefits paid
- $30,155,430
- Administrative expenses
- $968,737
- Total expenses
- $31,124,167
- Net increase / (decrease)
- $30,876,912
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab | NONE | $241,212 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $154,662 | not reported in the loaded dataset | 2023 |
| Td Ameritrade | NONE | $111,232 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | NONE | $80,655 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $70,997 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $53,376 | not reported in the loaded dataset | 2023 |
| Lpl Financial | NONE | $42,042 | not reported in the loaded dataset | 2023 |
| Ubs | NONE | $26,812 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial | NONE | $23,729 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual | NONE | $17,503 | not reported in the loaded dataset | 2023 |
| Pershing LLC | NONE | $16,610 | not reported in the loaded dataset | 2023 |
| Raymond James | NONE | $16,275 | not reported in the loaded dataset | 2023 |
| Tri-Ad Actuaries Inc | NONE | $14,864 | not reported in the loaded dataset | 2023 |
| First Republic Securities | NONE | $12,032 | not reported in the loaded dataset | 2023 |
| Dunham Trust & Investment Firm | NONE | $10,617 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sharp Rees-Stealy Medical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Charles Schwab — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Td Ameritrade — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Ubs — Schedule C compensation
- Ameriprise Financial — Schedule C compensation
- Northwestern Mutual — Schedule C compensation
- Pershing LLC — Schedule C compensation
- Raymond James — Schedule C compensation
- Tri-Ad Actuaries Inc — Schedule C compensation
- First Republic Securities — Schedule C compensation
- Dunham Trust & Investment Firm — Schedule C compensation