Sutter Medical Group 401(K) Profit Sharing Plan — Form 5500 plan (Sutter 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, Sutter Medical Group 401(K) Profit Sharing Plan is a benefit plan reported by Sutter Medical Group, Inc. under EIN 68-0002401 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,369 participants and $886,973,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sutter Medical Group, Inc.
- EIN
- 68-0002401
- Plan number
- 004
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 1,369
- End-of-year plan assets
- $886,973,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,369 | H, C | 20241011142622NAL0012593171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $886,973,524
- Total liabilities (EOY)
- $59
- Net assets (EOY)
- $886,973,465
- Net assets (BOY)
- $744,967,049
Income & contributions
- Employer contributions
- $32,687,599
- Participant contributions
- $22,151,300
- Total contributions
- $56,863,109
- Total income / additions
- $199,704,830
Expenses & distributions
- Benefits paid
- $57,320,457
- Administrative expenses
- $356,490
- Total expenses
- $57,698,414
- Net increase / (decrease)
- $142,006,416
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus, LLC | PLAN ADMINISTRATOR | $270,963 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $151,541 | not reported in the loaded dataset | 2023 |
| Nwk Group | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Gemmer Assest Management LLC | CONSULTANT | $16,133 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$310,660 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sutter Medical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Ascensus, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Nwk Group — Schedule C compensation
- Gemmer Assest Management LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation