Colorado Permanente Medical Group, P.C. 401(K) Plan — Form 5500 plan (Colorado Permanente Medical Group, P.C.)
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, Colorado Permanente Medical Group, P.C. 401(K) Plan is a benefit plan reported by Colorado Permanente Medical Group, P.C. under EIN 84-0832336 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,801 participants and $920,505,462 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colorado Permanente Medical Group, P.C.
- EIN
- 84-0832336
- Plan number
- 002
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 1,801
- End-of-year plan assets
- $920,505,462
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,801 | H, C | 20241015192918NAL0015318723002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $920,505,462
- Total liabilities (EOY)
- $948,924
- Net assets (EOY)
- $919,556,538
- Net assets (BOY)
- $786,069,198
Income & contributions
- Employer contributions
- $14,567,414
- Participant contributions
- $36,077,744
- Total contributions
- $55,970,386
- Total income / additions
- $195,739,917
Expenses & distributions
- Benefits paid
- $60,053,607
- Administrative expenses
- $107,895
- Total expenses
- $62,252,577
- Net increase / (decrease)
- $133,487,340
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $44,766 | not reported in the loaded dataset | 2023 |
| Ghp Investment Advisors Inc | NONE | $25,214 | not reported in the loaded dataset | 2023 |
| Mountain Capital Investment Ad | NONE | $14,133 | not reported in the loaded dataset | 2023 |
| Schultze Asset Management Lp | NONE | $7,407 | not reported in the loaded dataset | 2023 |
| Wealth Enhancement Advisory Se | NONE | $5,503 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,843 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Colorado Permanente Medical Group, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Ghp Investment Advisors Inc — Schedule C compensation
- Mountain Capital Investment Ad — Schedule C compensation
- Schultze Asset Management Lp — Schedule C compensation
- Wealth Enhancement Advisory Se — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation