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, Monterey Spine & Joint, Pc 401(K) Plan is a benefit plan reported by Monterey Spine & Joint under EIN 20-3198788 and plan number 002. The latest loaded filing year is 2023. The filing reports 221 participants and $8,806,151 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,806,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,806,151
- Net assets (BOY)
- $7,470,025
Income & contributions
- Employer contributions
- $377,560
- Participant contributions
- $635,374
- Total contributions
- $1,012,934
- Total income / additions
- $2,298,911
Expenses & distributions
- Benefits paid
- $894,763
- Administrative expenses
- $68,022
- Total expenses
- $962,785
- Net increase / (decrease)
- $1,336,126