2023 Form 5500 filing — Catalyst Medical Group, Pllc Retirement 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 20240918085654NAL0001608003001) for Catalyst Medical Group, Pllc Retirement Plan, reported by Catalyst Medical Group, Pllc under EIN 47-4006939 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918085654NAL0001608003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catalyst Medical Group, Pllc
- EIN
- 47-4006939
- Plan number
- 001
- Location
- Lewiston, ID
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,580,395
- Total liabilities (EOY)
- $75,000
- Net assets (EOY)
- $40,505,395
- Employer contributions
- $911,450
- Participant contributions
- $1,445,538
- Total income / additions
- $7,945,341
- Benefits paid
- $6,270,008
- Administrative expenses
- $84,399
- Total expenses
- $6,354,407
- Net increase / (decrease)
- $1,590,934
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global | INVESTMENT ADVISORY | $41,040 | not reported in the loaded dataset |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $12,698 | $19,141 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,315 | $0 |
| Cooper Savas LLC | ACCOUNTANT | $8,391 | not reported in the loaded dataset |