Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan — Form 5500 plan (Sharp Rees-Stealy 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, Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan is a benefit plan reported by Sharp Rees-Stealy Medical Group, Inc under EIN 33-0106028 and plan number 005. The latest loaded filing year is 2023. The filing reports 296 participants and $49,407,675 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sharp Rees-Stealy Medical Group, Inc
- EIN
- 33-0106028
- Plan number
- 005
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 296
- End-of-year plan assets
- $49,407,675
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 296 | H, C | 20250226193455NAL0002367632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,407,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,407,675
- Net assets (BOY)
- $41,430,932
Income & contributions
- Employer contributions
- $7,508,557
- Total contributions
- $7,508,557
- Total income / additions
- $10,177,134
Expenses & distributions
- Benefits paid
- $1,919,115
- Administrative expenses
- $281,276
- Total expenses
- $2,200,391
- Net increase / (decrease)
- $7,976,743
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Matrix Financial Solutions (Mfs) | SERVICE PROVIDER | $153,856 | $0 | 2023 |
| Kravitz, LLC | NONE | $63,998 | not reported in the loaded dataset | 2023 |
| Mg Trust Company D/B/A Matrix Trust | TRUSTEE | $27,350 | $0 | 2023 |
| Lavine, Lofgren, Morris & Engelberg | AUDITOR | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sharp Rees-Stealy Medical Group, Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Matrix Financial Solutions (Mfs) — Schedule C compensation
- Kravitz, LLC — Schedule C compensation
- Mg Trust Company D/B/A Matrix Trust — Schedule C compensation
- Lavine, Lofgren, Morris & Engelberg — Schedule C compensation