Palo Alto Foundation Medical Group, Inc. 401(K) Plan — Form 5500 plan (Palo Alto Foundation 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, Palo Alto Foundation Medical Group, Inc. 401(K) Plan is a benefit plan reported by Palo Alto Foundation Medical Group, Inc. under EIN 51-0656809 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,287 participants and $1,966,580,341 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palo Alto Foundation Medical Group, Inc.
- EIN
- 51-0656809
- Plan number
- 001
- Plan type
- 2
- Location
- Mountain View, CA
- Latest filing year
- 2023
- Participants
- 2,287
- End-of-year plan assets
- $1,966,580,341
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,287 | H, C | 20241012183928NAL0040595568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,966,580,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,966,580,341
- Net assets (BOY)
- $1,672,438,775
Income & contributions
- Employer contributions
- $42,992,423
- Participant contributions
- $38,932,855
- Total contributions
- $90,517,867
- Total income / additions
- $381,821,291
Expenses & distributions
- Benefits paid
- $87,640,411
- Administrative expenses
- $8,798
- Total expenses
- $87,679,725
- Net increase / (decrease)
- $294,141,566
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ewg Elevate Inc. | INVESTMENT ADVISOR | $6,461 | not reported in the loaded dataset | 2023 |
| Trucker Huss, Apc | ATTORNEY | $1,738 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$119,505 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Palo Alto Foundation Medical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Mountain View, CA
- Ewg Elevate Inc. — Schedule C compensation
- Trucker Huss, Apc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation