Sharp Rees-Stealy Medical Group, Inc. Profit Sharing 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. Profit Sharing Plan is a benefit plan reported by Sharp Rees-Stealy Medical Group, Inc. under EIN 33-0106028 and plan number 002. The latest loaded filing year is 2023. The filing reports 371 participants and $214,507,344 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
- 002
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 371
- End-of-year plan assets
- $214,507,344
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 371 | H, C | 20241016115039NAL0050967648001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $214,507,344
- Total liabilities (EOY)
- $72,431
- Net assets (EOY)
- $214,434,913
- Net assets (BOY)
- $90,129,266
Income & contributions
- Employer contributions
- $5,826,167
- Total contributions
- $5,900,317
- Total income / additions
- $23,677,201
Expenses & distributions
- Benefits paid
- $15,178,062
- Administrative expenses
- $358,873
- Total expenses
- $15,536,935
- Net increase / (decrease)
- $8,140,266
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab | NONE | $97,859 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $54,127 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $33,919 | not reported in the loaded dataset | 2023 |
| Td Ameritrade | NONE | $32,842 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | NONE | $24,150 | not reported in the loaded dataset | 2023 |
| Lpl Financial | NONE | $18,113 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $16,275 | not reported in the loaded dataset | 2023 |
| Ubs | NONE | $14,944 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial | NONE | $12,696 | not reported in the loaded dataset | 2023 |
| Pershing LLC | NONE | $9,188 | not reported in the loaded dataset | 2023 |
| Stifel | NONE | $7,798 | not reported in the loaded dataset | 2023 |
| Raymond James | NONE | $6,458 | not reported in the loaded dataset | 2023 |
| First Republic Securities | NONE | $5,286 | not reported in the loaded dataset | 2023 |
| Tri-Ad Actuaries, Inc. | NONE | $4,402 | 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
- Wells Fargo Advisors — Schedule C compensation
- Td Ameritrade — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Ubs — Schedule C compensation
- Ameriprise Financial — Schedule C compensation
- Pershing LLC — Schedule C compensation
- Stifel — Schedule C compensation
- Raymond James — Schedule C compensation
- First Republic Securities — Schedule C compensation
- Tri-Ad Actuaries, Inc. — Schedule C compensation