Plan5500

Pacific Cardiovascular Associates Medical Group, Inc. 401(K) Savings Plus Plan — Form 5500 plan (Pacific Cardiovascular Associates 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, Pacific Cardiovascular Associates Medical Group, Inc. 401(K) Savings Plus Plan is a benefit plan reported by Pacific Cardiovascular Associates Medical Group, Inc. under EIN 33-0168095 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $10,114,768 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pacific Cardiovascular Associates Medical Group, Inc.
EIN
33-0168095
Plan number
001
Plan type
2
Location
Costa Mesa, CA
Latest filing year
2023
Participants
158
End-of-year plan assets
$10,114,768

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20241011143649NAL0022050369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,114,768
Net assets (EOY)
$10,114,768
Net assets (BOY)
$8,101,036

Income & contributions

Employer contributions
$324,047
Participant contributions
$648,828
Total contributions
$984,348
Total income / additions
$2,347,116

Expenses & distributions

Benefits paid
$315,919
Administrative expenses
$8,116
Total expenses
$333,384
Net increase / (decrease)
$2,013,732

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilshire AssociatesINVESTMENT ADVISOR$4,328not reported in the loaded dataset2023
Insperity Retirement ServicesRECORDKEEPER$2,613not reported in the loaded dataset2023

Related Form 5500 pages