Merced Faculty Associates Medical Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Merced Faculty Associates 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, Merced Faculty Associates Medical Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Merced Faculty Associates Medical Group, Inc. under EIN 77-0252214 and plan number 003. The latest loaded filing year is 2023. The filing reports 254 participants and $26,355,270 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Merced Faculty Associates Medical Group, Inc.
EIN
77-0252214
Plan number
003
Plan type
2
Location
Merced, CA
Latest filing year
2023
Participants
254
End-of-year plan assets
$26,355,270

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023254H, C20241008135531NAL0028859264001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,355,270
Total liabilities (EOY)
$95
Net assets (EOY)
$26,355,175
Net assets (BOY)
$20,959,777

Income & contributions

Employer contributions
$1,371,188
Participant contributions
$457,211
Total contributions
$1,833,552
Total income / additions
$5,872,267

Expenses & distributions

Benefits paid
$423,292
Administrative expenses
$47,806
Total expenses
$476,869
Net increase / (decrease)
$5,395,398

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncADVISOR$42,550not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$5,606$02023

Related Form 5500 pages