Peacehealth Medical Group 401(K) Profit Sharing Plan — Form 5500 plan (Peacehealth)

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, Peacehealth Medical Group 401(K) Profit Sharing Plan is a benefit plan reported by Peacehealth under EIN 91-0939479 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $19,078,656 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.1MPlan net assets, end of year$19,078,655
Participants167Covered participants reported
Assets / participant$114.2KComputed: assets ÷ participants$114,243 (computed)
Provider compensation$8191 Schedule C provider row(s)
Plan sponsor
Peacehealth
EIN
91-0939479
Plan number
001
Plan type
2
Location
Vancouver, WA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20240909160524NAL0002477731001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$19.1M total assets
Net assets$19.1MLiabilities$1
Money in vs. money out
Total income / additions$3M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$19,078,656
Total liabilities (EOY)
$1
Net assets (EOY)
$19,078,655
Net assets (BOY)
$17,869,351

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$3,024,869

Expenses & distributions

Benefits paid
$1,814,161
Administrative expenses
$1,404
Total expenses
$1,815,565
Net increase / (decrease)
$1,209,304
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income60%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$819$02023

Related Form 5500 pages