2023 Form 5500 filing — Sutter North 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 20241002180929NAL0018202002001) for Sutter North Medical Group, Inc. 401(K) Profit Sharing Plan, reported by Sutter North Medical Group, Inc. under EIN 68-0288405 and plan number 001. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002180929NAL0018202002001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sutter North Medical Group, Inc.
- EIN
- 68-0288405
- Plan number
- 001
- Location
- Yuba City, CA
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,155,177
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,155,177
- Employer contributions
- $2,725,465
- Participant contributions
- $1,514,992
- Total income / additions
- $14,784,219
- Benefits paid
- $2,652,820
- Administrative expenses
- $29,730
- Total expenses
- $2,682,550
- Net increase / (decrease)
- $12,101,669
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | ADVISOR | $30,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$270 | $0 |