2023 Form 5500 filing — Sacramento Ent Medical Group Inc. 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 20241014180946NAL0053474162001) for Sacramento Ent Medical Group Inc. Profit Sharing Plan, reported by Sacramento Ear Nose And Throat Surgical And Medical Group Inc under EIN 94-1693523 and plan number 004. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014180946NAL0053474162001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sacramento Ear Nose And Throat Surgical And Medical Group Inc
- EIN
- 94-1693523
- Plan number
- 004
- Location
- Sacramento, CA
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,624,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,624,544
- Employer contributions
- $1,122,276
- Participant contributions
- $1,039,614
- Total income / additions
- $5,934,194
- Benefits paid
- $1,006,049
- Administrative expenses
- $107,373
- Total expenses
- $1,113,422
- Net increase / (decrease)
- $4,820,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $56,005 | not reported in the loaded dataset |
| Stancorp | RECORDKEEPER | $29,605 | not reported in the loaded dataset |
| Benefit Resources, Inc. | TPA | $5,021 | not reported in the loaded dataset |
| Schwab | CUSTODY | $0 | $3,061 |
| Stancorp Financial Group | RECORDKEEPER | $0 | $106 |