2023 Form 5500 filing — Central California Faculty Medical Group, Inc. 401(K) Profit Sharing 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 20240812174909NAL0005298387001) for Central California Faculty Medical Group, Inc. 401(K) Profit Sharing Plan, reported by Central California Faculty Medical Group, Inc. under EIN 94-2613220 and plan number 002. It reports 1,201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812174909NAL0005298387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central California Faculty Medical Group, Inc.
- EIN
- 94-2613220
- Plan number
- 002
- Location
- Fresno, CA
- Participants
- 1,201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $181,939,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $181,939,257
- Employer contributions
- $4,126,911
- Participant contributions
- $3,536,762
- Total income / additions
- $16,916,686
- Benefits paid
- $7,677,157
- Administrative expenses
- $224,771
- Total expenses
- $7,901,928
- Net increase / (decrease)
- $9,014,758
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carlson Quinn | THIRD PARTY PLAN ADMIN | $15,000 | $68,005 |
| Sageview Advisory Group | INVESTMENT ADVISOR | $51,775 | not reported in the loaded dataset |