Plan5500

Samy Metyas, M.D., Inc. 401(K) Plan — Form 5500 plan (Samy Metyas, M.D., 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, Samy Metyas, M.D., Inc. 401(K) Plan is a benefit plan reported by Samy Metyas, M.D., Inc. under EIN 54-2109211 and plan number 003. The latest loaded filing year is 2023. The filing reports 23 participants and $4,302,141 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Samy Metyas, M.D., Inc.
EIN
54-2109211
Plan number
003
Plan type
2
Location
Covina, CA
Latest filing year
2023
Participants
23
End-of-year plan assets
$4,302,141

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202323I, C20240530202437NAL0022765776002

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$4,302,141
Net assets (EOY)
$4,302,141
Net assets (BOY)
$3,518,251

Income & contributions

Employer contributions
$178,586
Participant contributions
$154,383
Total income / additions
$810,709

Expenses & distributions

Benefits paid
$3,571
Administrative expenses
$23,248
Total expenses
$26,819
Net increase / (decrease)
$783,890

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisor Networks LLCINVESTMENT ADVISOR$5,076$02023
Hba Advisors LLC Dba EquanamityINVESTMENT ADVISOR$1,404$02023
Empower Annuity Insurance Co Of AmeRECORDKEEPER$86$02023
National Pension Services Corp.CONTRACT ADMIN$30$02023
Empower Advisory Group, LLCINVESTMENT MGMT$5$02023

Related Form 5500 pages