Sacramento Ent Medical Group Inc. Profit Sharing Plan — Form 5500 plan (Sacramento Ear Nose And Throat Surgical And 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, Sacramento Ent Medical Group Inc. Profit Sharing Plan is a benefit plan reported by Sacramento Ear Nose And Throat Surgical And Medical Group Inc under EIN 94-1693523 and plan number 004. The latest loaded filing year is 2023. The filing reports 192 participants and $35,624,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sacramento Ear Nose And Throat Surgical And Medical Group Inc
- EIN
- 94-1693523
- Plan number
- 004
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $35,624,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20241014180946NAL0053474162001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,624,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,624,544
- Net assets (BOY)
- $30,803,772
Income & contributions
- Employer contributions
- $1,122,276
- Participant contributions
- $1,039,614
- Total contributions
- $2,169,770
- Total income / additions
- $5,934,194
Expenses & distributions
- Benefits paid
- $1,006,049
- Administrative expenses
- $107,373
- Total expenses
- $1,113,422
- Net increase / (decrease)
- $4,820,772
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $56,005 | not reported in the loaded dataset | 2023 |
| Stancorp | RECORDKEEPER | $29,605 | not reported in the loaded dataset | 2023 |
| Benefit Resources, Inc. | TPA | $5,021 | not reported in the loaded dataset | 2023 |
| Schwab | CUSTODY | $0 | $3,061 | 2023 |
| Stancorp Financial Group | RECORDKEEPER | $0 | $106 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sacramento Ear Nose And Throat Surgical And Medical Group Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Capfinancial Partners, LLC — Schedule C compensation
- Stancorp — Schedule C compensation
- Benefit Resources, Inc. — Schedule C compensation
- Schwab — Schedule C compensation
- Stancorp Financial Group — Schedule C compensation