2023 Form 5500 filing — Samy Metyas, M.D., Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240530202437NAL0022765776002) for Samy Metyas, M.D., Inc. 401(K) Plan, reported by Samy Metyas, M.D., Inc. under EIN 54-2109211 and plan number 003. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240530202437NAL0022765776002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Samy Metyas, M.D., Inc.
- EIN
- 54-2109211
- Plan number
- 003
- Location
- Covina, CA
- Participants
- 23
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,302,141
- Net assets (EOY)
- $4,302,141
- Employer contributions
- $178,586
- Participant contributions
- $154,383
- Total income / additions
- $810,709
- Benefits paid
- $3,571
- Administrative expenses
- $23,248
- Total expenses
- $26,819
- Net increase / (decrease)
- $783,890
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $5,076 | $0 |
| Hba Advisors LLC Dba Equanamity | INVESTMENT ADVISOR | $1,404 | $0 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $86 | $0 |
| National Pension Services Corp. | CONTRACT ADMIN | $30 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5 | $0 |