Onpoint Medical Group, LLC 401(K) Plan — Form 5500 plan (Onpoint Medical Group, LLC)

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, Onpoint Medical Group, LLC 401(K) Plan is a benefit plan reported by Onpoint Medical Group, LLC under EIN 36-4778373 and plan number 001. The latest loaded filing year is 2023. The filing reports 362 participants and $9,928,682 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Onpoint Medical Group, LLC
EIN
36-4778373
Plan number
001
Plan type
2
Location
Highlands Ranch, CO
Latest filing year
2023
Participants
362
End-of-year plan assets
$9,928,682

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023362H, C20241007154245NAL0027872992001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,928,682
Total liabilities (EOY)
$0
Net assets (EOY)
$9,928,682
Net assets (BOY)
$7,356,386

Income & contributions

Employer contributions
$653,143
Participant contributions
$1,264,718
Total contributions
$2,036,835
Total income / additions
$3,461,785

Expenses & distributions

Benefits paid
$825,594
Administrative expenses
$63,895
Total expenses
$889,489
Net increase / (decrease)
$2,572,296

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$32,091not reported in the loaded dataset2023
Creative Planning LLCNONE$31,804not reported in the loaded dataset2023

Related Form 5500 pages