Valley Children'S Specialty Medical Group 401(K) Profit Sharing Plan — Form 5500 plan (Valley Children'S Specialty Medical Group)
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, Valley Children'S Specialty Medical Group 401(K) Profit Sharing Plan is a benefit plan reported by Valley Children'S Specialty Medical Group under EIN 77-0450620 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $99,605,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Children'S Specialty Medical Group
- EIN
- 77-0450620
- Plan number
- 001
- Plan type
- 2
- Location
- Madera, CA
- Latest filing year
- 2023
- Participants
- 341
- End-of-year plan assets
- $99,605,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20240916134904NAL0000674835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,605,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,605,618
- Net assets (BOY)
- $78,039,129
Income & contributions
- Employer contributions
- $4,798,588
- Participant contributions
- $6,059,239
- Total contributions
- $11,538,339
- Total income / additions
- $26,589,751
Expenses & distributions
- Benefits paid
- $4,918,272
- Administrative expenses
- $100,736
- Total expenses
- $5,023,262
- Net increase / (decrease)
- $21,566,489
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $100,735 | $0 | 2023 |
| Principal Securities Inc | INVESTMENT ADVISORY | $0 | $66,258 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Valley Children'S Specialty Medical Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Madera, CA
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation