2023 Form 5500 filing — Sonterra Medical Management Group Profit Sharing 401k 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 20241014154336NAL0054264866001) for Sonterra Medical Management Group Profit Sharing 401k Plan, reported by Sonterra Medical Management Group, Inc. under EIN 74-3006020 and plan number 001. It reports 614 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154336NAL0054264866001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sonterra Medical Management Group, Inc.
- EIN
- 74-3006020
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 614
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,378,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,378,814
- Employer contributions
- $2,385,751
- Participant contributions
- $2,255,305
- Total income / additions
- $12,126,434
- Benefits paid
- $1,487,211
- Administrative expenses
- $271,531
- Total expenses
- $1,770,340
- Net increase / (decrease)
- $10,356,094
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services | RECORDKEEPER | $83,960 | $0 |
| Symmetry Financial | NONE | $60,217 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $30,409 | not reported in the loaded dataset |
| Morgan Stanley Dean Witter | NONE | $23,018 | not reported in the loaded dataset |
| Morgan Stanley Wealth Management | NONE | $17,839 | not reported in the loaded dataset |
| Leafhouse Financial Advisors | NONE | $15,750 | not reported in the loaded dataset |
| Rockefeller Capital Management | NONE | $11,333 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $9,527 | not reported in the loaded dataset |
| Northwestern Mutual | NONE | $7,022 | not reported in the loaded dataset |
| First Republic Investment Mgmt | NONE | $6,111 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |