Gmmsa 401(K) Psp — Form 5500 plan (Greater Modesto Medical Surgical Associates, 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, Gmmsa 401(K) Psp is a benefit plan reported by Greater Modesto Medical Surgical Associates, Inc under EIN 26-4290978 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $33,634,149 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Greater Modesto Medical Surgical Associates, Inc
EIN
26-4290978
Plan number
001
Plan type
2
Location
Modesto, CA
Latest filing year
2023
Participants
295
End-of-year plan assets
$33,634,149

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H, C20241009170638NAL0037773986001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,634,149
Net assets (EOY)
$33,634,149
Net assets (BOY)
$27,449,419

Income & contributions

Employer contributions
$1,237,275
Participant contributions
$2,647,772
Total contributions
$4,617,758
Total income / additions
$9,441,162

Expenses & distributions

Benefits paid
$3,171,863
Administrative expenses
$73,274
Total expenses
$3,256,432
Net increase / (decrease)
$6,184,730

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial, LLCADVISOR$59,163not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$14,033$02023

Related Form 5500 pages