Catalyst Medical Group, Pllc Retirement Plan — Form 5500 plan (Catalyst Medical Group, Pllc)
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, Catalyst Medical Group, Pllc Retirement Plan is a benefit plan reported by Catalyst Medical Group, Pllc under EIN 47-4006939 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $40,580,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Catalyst Medical Group, Pllc
- EIN
- 47-4006939
- Plan number
- 001
- Plan type
- 2
- Location
- Lewiston, ID
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $40,580,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20240918085654NAL0001608003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,580,395
- Total liabilities (EOY)
- $75,000
- Net assets (EOY)
- $40,505,395
- Net assets (BOY)
- $38,914,461
Income & contributions
- Employer contributions
- $911,450
- Participant contributions
- $1,445,538
- Total contributions
- $2,386,361
- Total income / additions
- $7,945,341
Expenses & distributions
- Benefits paid
- $6,270,008
- Administrative expenses
- $84,399
- Total expenses
- $6,354,407
- Net increase / (decrease)
- $1,590,934
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global | INVESTMENT ADVISORY | $41,040 | not reported in the loaded dataset | 2023 |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $12,698 | $19,141 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,315 | $0 | 2023 |
| Cooper Savas LLC | ACCOUNTANT | $8,391 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Catalyst Medical Group, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Lewiston, ID
- Morgan Stanley Global — Schedule C compensation
- Orenda Retirement, LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Cooper Savas LLC — Schedule C compensation