Nephrology Associates Medical Grp. Inc. 401(K) Profit-Sharing Plan — Form 5500 plan (Nephrology Associates 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, Nephrology Associates Medical Grp. Inc. 401(K) Profit-Sharing Plan is a benefit plan reported by Nephrology Associates Medical Group, Inc. under EIN 33-0686333 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $47,578,363 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nephrology Associates Medical Group, Inc.
EIN
33-0686333
Plan number
001
Plan type
2
Location
Riverside, CA
Latest filing year
2023
Participants
215
End-of-year plan assets
$47,578,363

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H, C20241015182533NAL0030625521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,578,363
Net assets (EOY)
$47,578,363
Net assets (BOY)
$44,324,414

Income & contributions

Employer contributions
$994,691
Participant contributions
$1,026,133
Total contributions
$2,020,824
Total income / additions
$10,809,127

Expenses & distributions

Benefits paid
$7,488,492
Administrative expenses
$66,686
Total expenses
$7,555,178
Net increase / (decrease)
$3,253,949

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Equity Services LLCINVESTMENT ADVISOR$42,279$02023

Related Form 5500 pages