Kern Radiology Medical Group, Inc. 401(K) Retirement Plan — Form 5500 plan (Kern Radiology 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, Kern Radiology Medical Group, Inc. 401(K) Retirement Plan is a benefit plan reported by Kern Radiology Medical Group, Inc. under EIN 77-0251480 and plan number 002. The latest loaded filing year is 2023. The filing reports 151 participants and $11,822,421 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kern Radiology Medical Group, Inc.
EIN
77-0251480
Plan number
002
Plan type
2
Location
Bakersfield, CA
Latest filing year
2023
Participants
151
End-of-year plan assets
$11,822,421

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20241011171315NAL0039607728001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,822,421
Total liabilities (EOY)
$0
Net assets (EOY)
$11,822,421
Net assets (BOY)
$10,029,162

Income & contributions

Employer contributions
$533,580
Participant contributions
$389,088
Total contributions
$922,668
Total income / additions
$2,573,376

Expenses & distributions

Benefits paid
$742,143
Administrative expenses
$37,974
Total expenses
$780,117
Net increase / (decrease)
$1,793,259

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
North Pier Fiduciary Mgmt.ADVISOR$16,458not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$14,362$02023
Newport Trust CompanyTRUSTEE$7,154$02023

Related Form 5500 pages