Carson Medical Group 401(K) Retirement Plan — Form 5500 plan (Carson 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, Carson Medical Group 401(K) Retirement Plan is a benefit plan reported by Carson Medical Group under EIN 88-0133501 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $32,885,047 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carson Medical Group
- EIN
- 88-0133501
- Plan number
- 001
- Plan type
- 2
- Location
- Carson City, NV
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $32,885,047
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241004161046NAL0005810195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,885,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,885,047
- Net assets (BOY)
- $31,593,124
Income & contributions
- Employer contributions
- $1,370,402
- Participant contributions
- $1,132,420
- Total contributions
- $2,527,386
- Total income / additions
- $7,576,631
Expenses & distributions
- Benefits paid
- $6,297,154
- Administrative expenses
- -$12,446
- Total expenses
- $6,284,708
- Net increase / (decrease)
- $1,291,923
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dsr Cpa And Consultants | ACCOUNTANT/AUDITOR | $8,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$23,000 | $0 | 2023 |