Saint Agnes Medical Providers 401(K) Plan — Form 5500 plan (Saint Agnes Medical Providers)
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, Saint Agnes Medical Providers 401(K) Plan is a benefit plan reported by Saint Agnes Medical Providers under EIN 46-1465093 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $17,432,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saint Agnes Medical Providers
- EIN
- 46-1465093
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $17,432,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20241015132047NAL0029768929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,432,695
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,432,695
- Net assets (BOY)
- $12,199,665
Income & contributions
- Employer contributions
- $120,092
- Participant contributions
- $1,803,829
- Total contributions
- $3,879,288
- Total income / additions
- $6,221,676
Expenses & distributions
- Benefits paid
- $923,337
- Administrative expenses
- $65,309
- Total expenses
- $988,646
- Net increase / (decrease)
- $5,233,030
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | INVESTMENT CUSTODIAN | $59,431 | $0 | 2023 |
| Regency Investment Advisors | BROKER, ADVISOR | $52,799 | $0 | 2023 |
| Nexus Administrators, Inc | CONTRACT ADMINISTRATOR | $1,639 | $0 | 2023 |