Sound Family Medicine 401(K) Plan — Form 5500 plan (Sound Family Medicine)
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, Sound Family Medicine 401(K) Plan is a benefit plan reported by Sound Family Medicine under EIN 91-1502939 and plan number 002. The latest loaded filing year is 2023. The filing reports 255 participants and $18,465,869 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sound Family Medicine
- EIN
- 91-1502939
- Plan number
- 002
- Plan type
- 2
- Location
- Puyallup, WA
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $18,465,869
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241009100304NAL0030873040003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,465,869
- Net assets (EOY)
- $18,465,869
- Net assets (BOY)
- $15,387,094
Income & contributions
- Employer contributions
- $387,499
- Participant contributions
- $755,838
- Total contributions
- $1,143,337
- Total income / additions
- $3,876,669
Expenses & distributions
- Benefits paid
- $754,672
- Administrative expenses
- $43,222
- Total expenses
- $797,894
- Net increase / (decrease)
- $3,078,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $43,222 | $0 | 2023 |