2023 Form 5500 filing — Sharp Rees-Stealy Medical Group, Inc. 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 20241016115039NAL0050967648001) for Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan, reported by Sharp Rees-Stealy Medical Group, Inc. under EIN 33-0106028 and plan number 002. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016115039NAL0050967648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sharp Rees-Stealy Medical Group, Inc.
- EIN
- 33-0106028
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 371
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $214,507,344
- Total liabilities (EOY)
- $72,431
- Net assets (EOY)
- $214,434,913
- Employer contributions
- $5,826,167
- Total income / additions
- $23,677,201
- Benefits paid
- $15,178,062
- Administrative expenses
- $358,873
- Total expenses
- $15,536,935
- Net increase / (decrease)
- $8,140,266
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab | NONE | $97,859 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $54,127 | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE | $33,919 | not reported in the loaded dataset |
| Td Ameritrade | NONE | $32,842 | not reported in the loaded dataset |
| Fidelity Investments | NONE | $24,150 | not reported in the loaded dataset |
| Lpl Financial | NONE | $18,113 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $16,275 | not reported in the loaded dataset |
| Ubs | NONE | $14,944 | not reported in the loaded dataset |
| Ameriprise Financial | NONE | $12,696 | not reported in the loaded dataset |
| Pershing LLC | NONE | $9,188 | not reported in the loaded dataset |
| Stifel | NONE | $7,798 | not reported in the loaded dataset |
| Raymond James | NONE | $6,458 | not reported in the loaded dataset |
| First Republic Securities | NONE | $5,286 | not reported in the loaded dataset |
| Tri-Ad Actuaries, Inc. | NONE | $4,402 | not reported in the loaded dataset |