Kymera Independent Physicians 401(K) Plan — Form 5500 plan (Masoud Khorsand-Sahbaie, Md Pa Dba Kymera Independent Physicians)

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, Kymera Independent Physicians 401(K) Plan is a benefit plan reported by Masoud Khorsand-Sahbaie, Md Pa Dba Kymera Independent Physicians under EIN 90-0615053 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $6,902,789 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Masoud Khorsand-Sahbaie, Md Pa Dba Kymera Independent Physicians
EIN
90-0615053
Plan number
001
Plan type
2
Location
Roswell, NM
Latest filing year
2023
Participants
218
End-of-year plan assets
$6,902,789

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20241007133709NAL0015270241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,902,789
Total liabilities (EOY)
$0
Net assets (EOY)
$6,902,789
Net assets (BOY)
$6,351,014

Income & contributions

Employer contributions
$223,007
Participant contributions
$310,213
Total contributions
$568,319
Total income / additions
$1,309,946

Expenses & distributions

Benefits paid
$714,652
Administrative expenses
$41,802
Total expenses
$758,171
Net increase / (decrease)
$551,775

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$26,266$02023
Wells Fargo AdvisorsCONSULTANT$15,536not reported in the loaded dataset2023

Related Form 5500 pages