Farallon Medical Alliance Retirement Plan — Form 5500 plan (Farallon Medical Alliance, 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, Farallon Medical Alliance Retirement Plan is a benefit plan reported by Farallon Medical Alliance, LLC under EIN 47-2544148 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $80,255,490 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Farallon Medical Alliance, LLC
EIN
47-2544148
Plan number
001
Plan type
3
Location
San Francisco, CA
Latest filing year
2023
Participants
195
End-of-year plan assets
$80,255,490

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20240927183222NAL0004333648001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$80,255,490
Total liabilities (EOY)
$0
Net assets (EOY)
$80,255,490
Net assets (BOY)
$67,273,111

Income & contributions

Employer contributions
$4,009,193
Participant contributions
$3,112,102
Total contributions
$7,176,327
Total income / additions
$18,963,953

Expenses & distributions

Benefits paid
$5,822,079
Administrative expenses
$133,651
Total expenses
$5,981,574
Net increase / (decrease)
$12,982,379

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory Group, LLCINVESTMENT ADVISOR$103,966not reported in the loaded dataset2023
Carlson Quinn And AssociatesCONTRACT ADMIN$45,283not reported in the loaded dataset2023

Related Form 5500 pages