Pafmg Cash Balance Plan Ii — Form 5500 plan (Palo Alto Foundation 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, Pafmg Cash Balance Plan Ii is a benefit plan reported by Palo Alto Foundation Medical Group, Inc. under EIN 51-0656809 and plan number 007. The latest loaded filing year is 2023. The filing reports 1,030 participants and $281,948,594 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palo Alto Foundation Medical Group, Inc.
- EIN
- 51-0656809
- Plan number
- 007
- Plan type
- 2
- Location
- Mountain View, CA
- Latest filing year
- 2023
- Participants
- 1,030
- End-of-year plan assets
- $281,948,594
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,030 | H, C | 20240930121049NAL0003225987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $281,948,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $281,948,594
- Net assets (BOY)
- $209,783,290
Income & contributions
- Employer contributions
- $67,000,000
- Total contributions
- $67,000,000
- Total income / additions
- $81,748,340
Expenses & distributions
- Benefits paid
- $9,151,083
- Administrative expenses
- $431,953
- Total expenses
- $9,583,036
- Net increase / (decrease)
- $72,165,304
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Futureplan | NONE | $215,523 | not reported in the loaded dataset | 2023 |
| Berla Investing | INVESTMENT ADVISOR | $69,892 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | TRUSTEE | $36,579 | $0 | 2023 |
| Miller Kaplan Arase | AUDITOR | $13,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Palo Alto Foundation Medical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Mountain View, CA
- Futureplan — Schedule C compensation
- Berla Investing — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Miller Kaplan Arase — Schedule C compensation