Medical Clinic Of Sacramento, Inc. 401(K) Plan — Form 5500 plan (Medical Clinic Of Sacramento, 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, Medical Clinic Of Sacramento, Inc. 401(K) Plan is a benefit plan reported by Medical Clinic Of Sacramento, Inc. under EIN 94-2364338 and plan number 001. The latest loaded filing year is 2023. The filing reports 691 participants and $262,829,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medical Clinic Of Sacramento, Inc.
- EIN
- 94-2364338
- Plan number
- 001
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 691
- End-of-year plan assets
- $262,829,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 691 | H, C | 20241015175616NAL0030558081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $262,829,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $262,829,749
- Net assets (BOY)
- $207,340,991
Income & contributions
- Employer contributions
- $10,255,180
- Participant contributions
- $11,742,613
- Total contributions
- $23,852,881
- Total income / additions
- $63,843,740
Expenses & distributions
- Benefits paid
- $8,258,260
- Administrative expenses
- $52,893
- Total expenses
- $8,354,982
- Net increase / (decrease)
- $55,488,758
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors LLC | INVESTMENT ADVISOR | $32,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $26,905 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $18,152 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$24,008 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medical Clinic Of Sacramento, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Resources Investment Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation