Packard Medical Group 401(K) Profit Sharing Plan — Form 5500 plan (Packard 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, Packard Medical Group 401(K) Profit Sharing Plan is a benefit plan reported by Packard Medical Group, Inc. under EIN 35-2420096 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $83,414,976 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Packard Medical Group, Inc.
EIN
35-2420096
Plan number
001
Plan type
2
Location
Palo Alto, CA
Latest filing year
2023
Participants
195
End-of-year plan assets
$83,414,976

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20241003095123NAL0009706337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$83,414,976
Total liabilities (EOY)
$0
Net assets (EOY)
$83,414,976
Net assets (BOY)
$63,555,763

Income & contributions

Employer contributions
$4,588,748
Participant contributions
$3,759,513
Total contributions
$10,563,380
Total income / additions
$22,764,308

Expenses & distributions

Benefits paid
$2,883,745
Administrative expenses
$20,514
Total expenses
$2,905,095
Net increase / (decrease)
$19,859,213

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$20,514$02023

Related Form 5500 pages