Graybill Medical Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Graybill 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, Graybill Medical Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Graybill Medical Group, Inc. under EIN 95-3123703 and plan number 003. The latest loaded filing year is 2023. The filing reports 268 participants and $45,551,278 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Graybill Medical Group, Inc.
EIN
95-3123703
Plan number
003
Plan type
2
Location
Escondido, CA
Latest filing year
2023
Participants
268
End-of-year plan assets
$45,551,278

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023268H, C20241015135659NAL0028659649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,551,278
Total liabilities (EOY)
$0
Net assets (EOY)
$45,551,278
Net assets (BOY)
$36,684,681

Income & contributions

Employer contributions
$1,365,285
Participant contributions
$1,545,617
Total contributions
$2,928,102
Total income / additions
$9,765,184

Expenses & distributions

Benefits paid
$764,901
Administrative expenses
$133,686
Total expenses
$898,587
Net increase / (decrease)
$8,866,597

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NorthrupBROKER$19,193not reported in the loaded dataset2023
John Hancock Life InsuranceRECORDKEEPER$8,297not reported in the loaded dataset2023
San Diego Pension Consultants Inc.TPA$1,635not reported in the loaded dataset2023

Related Form 5500 pages