Plan5500

2023 Form 5500 filing — Colorado Permanente Medical Group, P.C. 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 20241015192918NAL0015318723002) for Colorado Permanente Medical Group, P.C. 401(K) Plan, reported by Colorado Permanente Medical Group, P.C. under EIN 84-0832336 and plan number 002. It reports 1,801 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015192918NAL0015318723002
Filing year
2023
Form type
2
Plan sponsor
Colorado Permanente Medical Group, P.C.
EIN
84-0832336
Plan number
002
Location
Denver, CO
Participants
1,801
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$920,505,462
Total liabilities (EOY)
$948,924
Net assets (EOY)
$919,556,538
Employer contributions
$14,567,414
Participant contributions
$36,077,744
Total income / additions
$195,739,917
Benefits paid
$60,053,607
Administrative expenses
$107,895
Total expenses
$62,252,577
Net increase / (decrease)
$133,487,340
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Schwab Retirement Plan Services,IncNONE$44,766not reported in the loaded dataset
Ghp Investment Advisors IncNONE$25,214not reported in the loaded dataset
Mountain Capital Investment AdNONE$14,133not reported in the loaded dataset
Schultze Asset Management LpNONE$7,407not reported in the loaded dataset
Wealth Enhancement Advisory SeNONE$5,503not reported in the loaded dataset
Charles Schwab & Co., Inc.NONE$1,843$0

Related Form 5500 pages