Prima Medical Foundation 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Marinhealth)
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, Prima Medical Foundation 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Marinhealth under EIN 27-1376321 and plan number 001. The latest loaded filing year is 2023. The filing reports 572 participants and $8,769,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marinhealth
- EIN
- 27-1376321
- Plan number
- 001
- Plan type
- 2
- Location
- Greenbrae, CA
- Latest filing year
- 2023
- Participants
- 572
- End-of-year plan assets
- $8,769,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 572 | H, C | 20241015175548NAL0030556849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,769,729
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,769,729
- Net assets (BOY)
- $6,997,077
Income & contributions
- Employer contributions
- $429,790
- Participant contributions
- $1,234,472
- Total contributions
- $1,664,262
- Total income / additions
- $3,013,010
Expenses & distributions
- Benefits paid
- $1,183,275
- Administrative expenses
- $57,083
- Total expenses
- $1,240,358
- Net increase / (decrease)
- $1,772,652
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 | 2023 |