2023 Form 5500 filing — Graybill 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 20241015135659NAL0028659649001) for Graybill Medical Group, Inc. 401(K) Profit Sharing Plan, reported by Graybill Medical Group, Inc. under EIN 95-3123703 and plan number 003. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135659NAL0028659649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Graybill Medical Group, Inc.
- EIN
- 95-3123703
- Plan number
- 003
- Location
- Escondido, CA
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,551,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,551,278
- Employer contributions
- $1,365,285
- Participant contributions
- $1,545,617
- Total income / additions
- $9,765,184
- Benefits paid
- $764,901
- Administrative expenses
- $133,686
- Total expenses
- $898,587
- Net increase / (decrease)
- $8,866,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northrup | BROKER | $19,193 | not reported in the loaded dataset |
| John Hancock Life Insurance | RECORDKEEPER | $8,297 | not reported in the loaded dataset |
| San Diego Pension Consultants Inc. | TPA | $1,635 | not reported in the loaded dataset |