Riverside Medical Clinic, Inc. 401(K) Profit-Sharing Plan — Form 5500 plan (Riverside Medical Clinic, 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, Riverside Medical Clinic, Inc. 401(K) Profit-Sharing Plan is a benefit plan reported by Riverside Medical Clinic, Inc. under EIN 33-0587303 and plan number 005. The latest loaded filing year is 2023. The filing reports 832 participants and $127,799,837 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Riverside Medical Clinic, Inc.
- EIN
- 33-0587303
- Plan number
- 005
- Plan type
- 3
- Location
- Riverside, CA
- Latest filing year
- 2023
- Participants
- 832
- End-of-year plan assets
- $127,799,837
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 832 | H, C | 20250129215711NAL0026393120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $127,799,837
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $127,799,837
- Net assets (BOY)
- $111,333,478
Income & contributions
- Employer contributions
- $2,824,777
- Participant contributions
- $2,976,072
- Total contributions
- $6,026,090
- Total income / additions
- $27,334,932
Expenses & distributions
- Benefits paid
- $10,056,347
- Administrative expenses
- $796,241
- Total expenses
- $10,868,573
- Net increase / (decrease)
- $16,466,359
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $735,196 | $0 | 2023 |
| Nfp Retirement Inc. | INVESTMENT ADVISORY | $55,252 | $998 | 2023 |
| First Foundation Advisors | INV ADV, PARTICIPANTS | $5,793 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Riverside Medical Clinic, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Riverside, CA
- Principal Life Insurance Company — Schedule C compensation
- Nfp Retirement Inc. — Schedule C compensation
- First Foundation Advisors — Schedule C compensation