Sutter Medical Group Of The Redwoods, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Sutter Medical Group Of The Redwoods, 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, Sutter Medical Group Of The Redwoods, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Sutter Medical Group Of The Redwoods, Inc. under EIN 68-0285735 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $82,302,617 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sutter Medical Group Of The Redwoods, Inc.
- EIN
- 68-0285735
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Rosa, CA
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $82,302,617
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20240929192848NAL0002230739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,302,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,302,617
- Net assets (BOY)
- $68,303,993
Income & contributions
- Employer contributions
- $3,552,738
- Participant contributions
- $2,200,480
- Total contributions
- $6,209,961
- Total income / additions
- $16,521,069
Expenses & distributions
- Benefits paid
- $2,417,558
- Administrative expenses
- $104,887
- Total expenses
- $2,522,445
- Net increase / (decrease)
- $13,998,624
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willow Creek Wealth Management | ADVISOR | $59,789 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | TRUSTEE | $26,751 | $0 | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $18,347 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sutter Medical Group Of The Redwoods, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Rosa, CA
- Willow Creek Wealth Management — Schedule C compensation
- Newport Trust Company — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation