Signature Medical Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Signature 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, Signature Medical Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Signature Medical Group, Inc. under EIN 43-1696710 and plan number 001. The latest loaded filing year is 2023. The filing reports 769 participants and $113,318,238 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Signature Medical Group, Inc.
EIN
43-1696710
Plan number
001
Plan type
2
Location
Saint Louis, MO
Latest filing year
2023
Participants
769
End-of-year plan assets
$113,318,238

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023769H, C20241007130351NAL0016084881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$113,318,238
Total liabilities (EOY)
$32,443
Net assets (EOY)
$113,285,795
Net assets (BOY)
$99,998,782

Income & contributions

Employer contributions
$3,354,063
Participant contributions
$2,547,744
Total contributions
$6,056,952
Total income / additions
$22,853,012

Expenses & distributions

Benefits paid
$9,301,566
Administrative expenses
$264,433
Total expenses
$9,565,999
Net increase / (decrease)
$13,287,013

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Visionary Wealth AdvisorsFINANCIAL ADVISOR$108,556not reported in the loaded dataset2023
Alerus Financial NaRECORDKEEPER$87,224not reported in the loaded dataset2023
Benefit Plans PlusTHIRD PARTY ADMINISTRATO$60,778not reported in the loaded dataset2023
Armanino, LlpAUDITOR$7,875not reported in the loaded dataset2023

Related Form 5500 pages