Kern Medical Surgery Center Ll 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Kern Medical Surgery Center Ll)
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, Kern Medical Surgery Center Ll 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Kern Medical Surgery Center Ll under EIN 35-2572591 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $1,079,073 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kern Medical Surgery Center Ll
- EIN
- 35-2572591
- Plan number
- 001
- Plan type
- 2
- Location
- Bakersfield, CA
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $1,079,073
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241015115124NAL0028261793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,079,073
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,079,073
- Net assets (BOY)
- $795,285
Income & contributions
- Employer contributions
- $103,035
- Participant contributions
- $180,259
- Total contributions
- $298,019
- Total income / additions
- $368,398
Expenses & distributions
- Benefits paid
- $70,117
- Administrative expenses
- $14,493
- Total expenses
- $84,610
- Net increase / (decrease)
- $283,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 401k Generation Inc. | ADVISOR | $5,713 | not reported in the loaded dataset | 2023 |