2023 Form 5500 filing — Community Physicians 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 20241015164143NAL0058760754001) for Community Physicians Group Inc. 401(K) Profit Sharing Plan, reported by Community Physicians Group, Inc. under EIN 85-2554629 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164143NAL0058760754001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Physicians Group, Inc.
- EIN
- 85-2554629
- Plan number
- 001
- Location
- Fresno, CA
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,980,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,980,491
- Employer contributions
- $4,158,322
- Participant contributions
- $2,596,801
- Total income / additions
- $11,474,993
- Benefits paid
- $334,130
- Administrative expenses
- $54,408
- Total expenses
- $388,538
- Net increase / (decrease)
- $11,086,455
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $21,669 | not reported in the loaded dataset |
| Futureplan By Ascensus-Kravitz | NONE | $7,669 | $0 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $6,562 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $990 | $0 |