2023 Form 5500 filing — Woodland Clinic Medical Group 401(K) 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 20241015145854NAL0030063121001) for Woodland Clinic Medical Group 401(K) Plan, reported by Woodland Clinic Medical Group, A Medical Corporation under EIN 68-0260555 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145854NAL0030063121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woodland Clinic Medical Group, A Medical Corporation
- EIN
- 68-0260555
- Plan number
- 001
- Location
- Woodland, CA
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,979,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,979,674
- Employer contributions
- $3,458,326
- Participant contributions
- $3,297,620
- Total income / additions
- $21,333,070
- Benefits paid
- $9,910,770
- Administrative expenses
- $4,288
- Total expenses
- $9,936,764
- Net increase / (decrease)
- $11,396,306
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors LLC | INVESTMENT ADVISOR | $11,250 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$8,809 | $0 |