Mission Internal Medical Group Amended Profit Sharing 401(K) Plan — Form 5500 plan (Mission Internal 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, Mission Internal Medical Group Amended Profit Sharing 401(K) Plan is a benefit plan reported by Mission Internal Medical Group, Inc under EIN 95-2794408 and plan number 002. The latest loaded filing year is 2023. The filing reports 182 participants and $115,172,947 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mission Internal Medical Group, Inc
- EIN
- 95-2794408
- Plan number
- 002
- Plan type
- 2
- Location
- Mission Viejo, CA
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $115,172,947
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20241015150512NAL0050082368003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $115,172,947
- Net assets (EOY)
- $115,172,947
- Net assets (BOY)
- $90,143,122
Income & contributions
- Employer contributions
- $5,436,551
- Participant contributions
- $3,148,383
- Total contributions
- $9,260,291
- Total income / additions
- $26,096,677
Expenses & distributions
- Benefits paid
- $803,926
- Administrative expenses
- $262,926
- Total expenses
- $1,066,852
- Net increase / (decrease)
- $25,029,825
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morningstar Inc | NONE | $58,324 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $50,148 | not reported in the loaded dataset | 2023 |
| First National Bank | NONE | $38,883 | not reported in the loaded dataset | 2023 |
| Financial Services Advisory In | NONE | $37,317 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors | NONE | $31,999 | not reported in the loaded dataset | 2023 |
| Private Management Group Inc | NONE | $24,671 | not reported in the loaded dataset | 2023 |
| Hightower Advisors LLC | NONE | $20,053 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co. Inc. | NONE | $2,545 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mission Internal Medical Group, Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Mission Viejo, CA
- Morningstar Inc — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- First National Bank — Schedule C compensation
- Financial Services Advisory In — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- Private Management Group Inc — Schedule C compensation
- Hightower Advisors LLC — Schedule C compensation
- Charles Schwab & Co. Inc. — Schedule C compensation