Community Physicians Group Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Community Physicians 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, Community Physicians Group Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Community Physicians Group, Inc. under EIN 85-2554629 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $15,980,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Physicians Group, Inc.
- EIN
- 85-2554629
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $15,980,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241015164143NAL0058760754001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,980,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,980,491
- Net assets (BOY)
- $4,894,036
Income & contributions
- Employer contributions
- $4,158,322
- Participant contributions
- $2,596,801
- Total contributions
- $9,739,865
- Total income / additions
- $11,474,993
Expenses & distributions
- Benefits paid
- $334,130
- Administrative expenses
- $54,408
- Total expenses
- $388,538
- Net increase / (decrease)
- $11,086,455
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $21,669 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus-Kravitz | NONE | $7,669 | $0 | 2023 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $6,562 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $990 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Physicians Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Sageview Advisory Group, LLC — Schedule C compensation
- Futureplan By Ascensus-Kravitz — Schedule C compensation
- Transamerica Retirement Solutions, — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation