Sutter North Medical Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Sutter North 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 North Medical Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Sutter North Medical Group, Inc. under EIN 68-0288405 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $76,155,177 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sutter North Medical Group, Inc.
EIN
68-0288405
Plan number
001
Plan type
2
Location
Yuba City, CA
Latest filing year
2023
Participants
128
End-of-year plan assets
$76,155,177

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20241002180929NAL0018202002001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,155,177
Total liabilities (EOY)
$0
Net assets (EOY)
$76,155,177
Net assets (BOY)
$64,053,508

Income & contributions

Employer contributions
$2,725,465
Participant contributions
$1,514,992
Total contributions
$4,250,460
Total income / additions
$14,784,219

Expenses & distributions

Benefits paid
$2,652,820
Administrative expenses
$29,730
Total expenses
$2,682,550
Net increase / (decrease)
$12,101,669

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCADVISOR$30,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$270$02023

Related Form 5500 pages