2023 Form 5500 filing — Mission Internal Medical Group Amended Profit Sharing 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 20241015150512NAL0050082368003) for Mission Internal Medical Group Amended Profit Sharing 401(K) Plan, reported by Mission Internal Medical Group, Inc under EIN 95-2794408 and plan number 002. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150512NAL0050082368003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mission Internal Medical Group, Inc
- EIN
- 95-2794408
- Plan number
- 002
- Location
- Mission Viejo, CA
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $115,172,947
- Net assets (EOY)
- $115,172,947
- Employer contributions
- $5,436,551
- Participant contributions
- $3,148,383
- Total income / additions
- $26,096,677
- Benefits paid
- $803,926
- Administrative expenses
- $262,926
- Total expenses
- $1,066,852
- Net increase / (decrease)
- $25,029,825
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morningstar Inc | NONE | $58,324 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $50,148 | not reported in the loaded dataset |
| First National Bank | NONE | $38,883 | not reported in the loaded dataset |
| Financial Services Advisory In | NONE | $37,317 | not reported in the loaded dataset |
| Onedigital Investment Advisors | NONE | $31,999 | not reported in the loaded dataset |
| Private Management Group Inc | NONE | $24,671 | not reported in the loaded dataset |
| Hightower Advisors LLC | NONE | $20,053 | not reported in the loaded dataset |
| Charles Schwab & Co. Inc. | NONE | $2,545 | $0 |