2023 Form 5500 filing — Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension 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 20250226193455NAL0002367632001) for Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan, reported by Sharp Rees-Stealy Medical Group, Inc under EIN 33-0106028 and plan number 005. It reports 296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250226193455NAL0002367632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sharp Rees-Stealy Medical Group, Inc
- EIN
- 33-0106028
- Plan number
- 005
- Location
- San Diego, CA
- Participants
- 296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,407,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,407,675
- Employer contributions
- $7,508,557
- Total income / additions
- $10,177,134
- Benefits paid
- $1,919,115
- Administrative expenses
- $281,276
- Total expenses
- $2,200,391
- Net increase / (decrease)
- $7,976,743
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Financial Solutions (Mfs) | SERVICE PROVIDER | $153,856 | $0 |
| Kravitz, LLC | NONE | $63,998 | not reported in the loaded dataset |
| Mg Trust Company D/B/A Matrix Trust | TRUSTEE | $27,350 | $0 |
| Lavine, Lofgren, Morris & Engelberg | AUDITOR | $9,000 | not reported in the loaded dataset |