Sebmg 401k Profit-Share Plan — Form 5500 plan (Sutter East Bay Medical Group, Inc.)

Plain-English plan 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, Sebmg 401k Profit-Share Plan is a benefit plan reported by Sutter East Bay Medical Group, Inc. under EIN 20-1857625 and plan number 001. The latest loaded filing year is 2023. The filing reports 475 participants and $199,998,574 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sutter East Bay Medical Group, Inc.
EIN
20-1857625
Plan number
001
Plan type
2
Location
Emeryville, CA
Latest filing year
2023
Participants
475
End-of-year plan assets
$199,998,574

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023475H, C20241014171242NAL0026805617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$199,998,574
Total liabilities (EOY)
$0
Net assets (EOY)
$199,998,574
Net assets (BOY)
$160,699,063

Income & contributions

Employer contributions
$10,897,102
Participant contributions
$6,403,569
Total contributions
$17,737,690
Total income / additions
$48,253,303

Expenses & distributions

Benefits paid
$8,980,277
Administrative expenses
-$29,766
Total expenses
$8,953,792
Net increase / (decrease)
$39,299,511

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nwk GroupINVESTMENT ADVISOR$60,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$89,766$02023

Related Form 5500 pages