Sharp Rees-Stealy Medical Group, Inc. 401(K) Retirement Savings 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. 401(K) Retirement Savings Plan is a benefit plan reported by Sharp Rees-Stealy Medical Group, Inc. under EIN 33-0106028 and plan number 004. The latest loaded filing year is 2023. The filing reports 673 participants and $0 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
- 004
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 673
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 673 | H, C | 20241016115338NAL0052956288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $101,171,058
Income & contributions
- Employer contributions
- $343,647
- Participant contributions
- $7,214,167
- Total contributions
- $8,408,210
- Total income / additions
- $28,699,798
Expenses & distributions
- Benefits paid
- $13,344,643
- Administrative expenses
- $360,832
- Total expenses
- $13,705,475
- Net increase / (decrease)
- $14,994,323
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab | NONE | $87,274 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | NONE | $47,352 | not reported in the loaded dataset | 2023 |
| Td Ameritrade | NONE | $44,619 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial | NONE | $26,192 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $22,916 | not reported in the loaded dataset | 2023 |
| Lpl Financial | NONE | $18,769 | not reported in the loaded dataset | 2023 |
| Ubs Financial | NONE | $15,789 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $15,373 | not reported in the loaded dataset | 2023 |
| Stifel | NONE | $14,004 | not reported in the loaded dataset | 2023 |
| Assetmark Trust Companyl | NONE | $11,693 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual | NONE | $9,022 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $6,652 | not reported in the loaded dataset | 2023 |
| Tri-Ad Actuaries, Inc. | NONE | $4,634 | 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
- Fidelity Investments — Schedule C compensation
- Td Ameritrade — Schedule C compensation
- Ameriprise Financial — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Ubs Financial — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Stifel — Schedule C compensation
- Assetmark Trust Companyl — Schedule C compensation
- Northwestern Mutual — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Tri-Ad Actuaries, Inc. — Schedule C compensation