Central California Faculty Medical Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Central California Faculty 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, Central California Faculty Medical Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Central California Faculty Medical Group, Inc. under EIN 94-2613220 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,201 participants and $181,939,257 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Central California Faculty Medical Group, Inc.
EIN
94-2613220
Plan number
002
Plan type
2
Location
Fresno, CA
Latest filing year
2023
Participants
1,201
End-of-year plan assets
$181,939,257

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,201H, C20240812174909NAL0005298387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$181,939,257
Total liabilities (EOY)
$0
Net assets (EOY)
$181,939,257
Net assets (BOY)
$172,924,499

Income & contributions

Employer contributions
$4,126,911
Participant contributions
$3,536,762
Total contributions
$7,685,580
Total income / additions
$16,916,686

Expenses & distributions

Benefits paid
$7,677,157
Administrative expenses
$224,771
Total expenses
$7,901,928
Net increase / (decrease)
$9,014,758

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Carlson QuinnTHIRD PARTY PLAN ADMIN$15,000$68,0052023
Sageview Advisory GroupINVESTMENT ADVISOR$51,775not reported in the loaded dataset2023

Related Form 5500 pages