Plan5500

Monterey Bay Gi Consultants 401(K) Profit Sharing Plan — Form 5500 plan (Monterey Bay Gi Consultants 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, Monterey Bay Gi Consultants 401(K) Profit Sharing Plan is a benefit plan reported by Monterey Bay Gi Consultants Medical Group, Inc. under EIN 77-0139017 and plan number 001. The latest loaded filing year is 2023. The filing reports 95 participants and $17,446,540 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Monterey Bay Gi Consultants Medical Group, Inc.
EIN
77-0139017
Plan number
001
Plan type
2
Location
Monterey, CA
Latest filing year
2023
Participants
95
End-of-year plan assets
$17,446,540

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202395I, C20240923181232NAL0011743489002

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$17,446,540
Total liabilities (EOY)
$0
Net assets (EOY)
$17,446,540
Net assets (BOY)
$13,541,817

Income & contributions

Employer contributions
$505,681
Participant contributions
$335,830
Total income / additions
$4,073,418

Expenses & distributions

Benefits paid
$125,852
Administrative expenses
$37,399
Total expenses
$168,695
Net increase / (decrease)
$3,904,723

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCSERVICE PROVIDER$0$11,4072023
Voya Retirement Insu And Annuity CoSERVICE PROVIDER$543$02023

Related Form 5500 pages