2023 Form 5500 filing — Western Sierra Medical Clinic Inc 401k 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 20240919163015NAL0006219617001) for Western Sierra Medical Clinic Inc 401k Profit Sharing Plan, reported by Western Sierra Medical Clinic Inc under EIN 94-2279011 and plan number 002. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919163015NAL0006219617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Sierra Medical Clinic Inc
- EIN
- 94-2279011
- Plan number
- 002
- Location
- Grass Valley, CA
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,262,532
- Total liabilities (EOY)
- $347
- Net assets (EOY)
- $3,262,185
- Employer contributions
- $233,188
- Participant contributions
- $268,909
- Total income / additions
- $913,200
- Benefits paid
- $178,025
- Administrative expenses
- $14,304
- Total expenses
- $192,329
- Net increase / (decrease)
- $720,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $10,179 | $0 |
| Capital Group Retirement Plan | RECORDKEEPER | $800 | $0 |