Plan5500

Sierra Pacific Orthopaedic Center Medical Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Sierra Pacific Orthopaedic Center 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, Sierra Pacific Orthopaedic Center Medical Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Sierra Pacific Orthopaedic Center Medical Group, Inc. under EIN 77-0548187 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $51,084,215 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sierra Pacific Orthopaedic Center Medical Group, Inc.
EIN
77-0548187
Plan number
001
Plan type
2
Location
Fresno, CA
Latest filing year
2023
Participants
291
End-of-year plan assets
$51,084,215

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023291H, C20241014142824NAL0044876032001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,084,215
Total liabilities (EOY)
$0
Net assets (EOY)
$51,084,215
Net assets (BOY)
$41,540,896

Income & contributions

Employer contributions
$1,305,167
Participant contributions
$1,107,597
Total contributions
$2,494,495
Total income / additions
$10,343,636

Expenses & distributions

Benefits paid
$599,256
Administrative expenses
$201,061
Total expenses
$800,317
Net increase / (decrease)
$9,543,319

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust CompanyCONTRACT ADMINISTRATION$119,566$02023
Cetera Advisor Networks LLCINVESTMENT ADVISORY$81,495not reported in the loaded dataset2023

Related Form 5500 pages