Red Oaks Medical Group 401k Profit Sharing Plan — Form 5500 plan (Red Oaks 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, Red Oaks Medical Group 401k Profit Sharing Plan is a benefit plan reported by Red Oaks Medical Group under EIN 94-1750150 and plan number 002. The latest loaded filing year is 2023. The filing reports 204 participants and $11,776,707 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Red Oaks Medical Group
- EIN
- 94-1750150
- Plan number
- 002
- Plan type
- 2
- Location
- Red Bluff, CA
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $11,776,707
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20240909105708NAL0002331907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,776,707
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,776,707
- Net assets (BOY)
- $10,663,188
Income & contributions
- Employer contributions
- $326,656
- Participant contributions
- $645,095
- Total contributions
- $987,662
- Total income / additions
- $2,710,317
Expenses & distributions
- Benefits paid
- $1,494,918
- Administrative expenses
- $101,880
- Total expenses
- $1,596,798
- Net increase / (decrease)
- $1,113,519
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Co | RECORD KEEPER | $77,310 | $0 | 2023 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $24,570 | $0 | 2023 |