2023 Form 5500 filing — Pueblo Radiology 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 20240926162424NAL0001049793001) for Pueblo Radiology Medical Group, Inc. 401(K) Profit Sharing Plan, reported by Pueblo Radiology Medical Group, Inc . under EIN 95-2862709 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926162424NAL0001049793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pueblo Radiology Medical Group, Inc .
- EIN
- 95-2862709
- Plan number
- 001
- Location
- Santa Barbara, CA
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,993,778
- Net assets (EOY)
- $40,993,778
- Employer contributions
- $1,046,087
- Participant contributions
- $719,802
- Total income / additions
- $7,781,453
- Benefits paid
- $4,185,928
- Administrative expenses
- $110,984
- Total expenses
- $4,296,912
- Net increase / (decrease)
- $3,484,541
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Envestnet Asset Management Inc | NONE | $41,849 | not reported in the loaded dataset |
| Painted Porch Advisors LLC | NONE | $25,382 | not reported in the loaded dataset |
| Schwab Retirement Plan Services, In | NONE | $22,606 | not reported in the loaded dataset |
| Mercer Global Advisors Inc | NONE | $21,148 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $1,604 | $0 |