Gould Medical Group, Inc. Cash Balance Pension Plan — Form 5500 plan (Gould 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, Gould Medical Group, Inc. Cash Balance Pension Plan is a benefit plan reported by Gould Medical Group, Inc. under EIN 94-2151374 and plan number 004. The latest loaded filing year is 2023. The filing reports 143 participants and $33,656,543 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gould Medical Group, Inc.
- EIN
- 94-2151374
- Plan number
- 004
- Plan type
- 2
- Location
- Modesto, CA
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $33,656,543
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241015152619NAL0016747155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,656,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,656,543
- Net assets (BOY)
- $31,253,181
Income & contributions
- Employer contributions
- $2,783,033
- Total contributions
- $2,783,033
- Total income / additions
- $4,493,773
Expenses & distributions
- Benefits paid
- $1,927,802
- Administrative expenses
- $162,609
- Total expenses
- $2,090,411
- Net increase / (decrease)
- $2,403,362
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| October Three Consulting, LLC | NONE | $60,866 | not reported in the loaded dataset | 2023 |
| Kravitz, LLC | NONE | $32,605 | not reported in the loaded dataset | 2023 |
| Matrix Trust | RECORDKEEPER | $20,412 | $0 | 2023 |
| Nfp Retirement Inc. | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Bowman & Company Llp | NONE | $16,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gould Medical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Modesto, CA
- October Three Consulting, LLC — Schedule C compensation
- Kravitz, LLC — Schedule C compensation
- Matrix Trust — Schedule C compensation
- Nfp Retirement Inc. — Schedule C compensation
- Bowman & Company Llp — Schedule C compensation