2023 Form 5500 filing — Riverside Medical Clinic, 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 20250129215711NAL0026393120001) for Riverside Medical Clinic, Inc. 401(K) Profit-Sharing Plan, reported by Riverside Medical Clinic, Inc. under EIN 33-0587303 and plan number 005. It reports 832 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250129215711NAL0026393120001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Riverside Medical Clinic, Inc.
- EIN
- 33-0587303
- Plan number
- 005
- Location
- Riverside, CA
- Participants
- 832
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $127,799,837
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $127,799,837
- Employer contributions
- $2,824,777
- Participant contributions
- $2,976,072
- Total income / additions
- $27,334,932
- Benefits paid
- $10,056,347
- Administrative expenses
- $796,241
- Total expenses
- $10,868,573
- Net increase / (decrease)
- $16,466,359
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $735,196 | $0 |
| Nfp Retirement Inc. | INVESTMENT ADVISORY | $55,252 | $998 |
| First Foundation Advisors | INV ADV, PARTICIPANTS | $5,793 | not reported in the loaded dataset |