Sonterra Medical Management Group Profit Sharing 401k Plan — Form 5500 plan (Sonterra Medical Management 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, Sonterra Medical Management Group Profit Sharing 401k Plan is a benefit plan reported by Sonterra Medical Management Group, Inc. under EIN 74-3006020 and plan number 001. The latest loaded filing year is 2023. The filing reports 614 participants and $52,378,814 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sonterra Medical Management Group, Inc.
- EIN
- 74-3006020
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 614
- End-of-year plan assets
- $52,378,814
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 614 | H, C | 20241014154336NAL0054264866001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,378,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,378,814
- Net assets (BOY)
- $42,022,720
Income & contributions
- Employer contributions
- $2,385,751
- Participant contributions
- $2,255,305
- Total contributions
- $4,750,088
- Total income / additions
- $12,126,434
Expenses & distributions
- Benefits paid
- $1,487,211
- Administrative expenses
- $271,531
- Total expenses
- $1,770,340
- Net increase / (decrease)
- $10,356,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services | RECORDKEEPER | $83,960 | $0 | 2023 |
| Symmetry Financial | NONE | $60,217 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $30,409 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Dean Witter | NONE | $23,018 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Wealth Management | NONE | $17,839 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors | NONE | $15,750 | not reported in the loaded dataset | 2023 |
| Rockefeller Capital Management | NONE | $11,333 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $9,527 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual | NONE | $7,022 | not reported in the loaded dataset | 2023 |
| First Republic Investment Mgmt | NONE | $6,111 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sonterra Medical Management Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Oneamerica Retirement Services — Schedule C compensation
- Symmetry Financial — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Morgan Stanley Dean Witter — Schedule C compensation
- Morgan Stanley Wealth Management — Schedule C compensation
- Leafhouse Financial Advisors — Schedule C compensation
- Rockefeller Capital Management — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Northwestern Mutual — Schedule C compensation
- First Republic Investment Mgmt — Schedule C compensation
- Matrix Trust Company — Schedule C compensation