Gould Medical Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Gould 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, Gould Medical Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Gould Medical Group, Inc. under EIN 94-2151374 and plan number 003. The latest loaded filing year is 2023. The filing reports 595 participants and $393,260,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gould Medical Group, Inc.
- EIN
- 94-2151374
- Plan number
- 003
- Plan type
- 2
- Location
- Modesto, CA
- Latest filing year
- 2023
- Participants
- 595
- End-of-year plan assets
- $393,260,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 595 | H, C | 20241015163931NAL0050491248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $393,260,509
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $393,260,509
- Net assets (BOY)
- $327,693,634
Income & contributions
- Employer contributions
- $12,286,779
- Participant contributions
- $8,161,225
- Total contributions
- $21,941,473
- Total income / additions
- $83,937,959
Expenses & distributions
- Benefits paid
- $18,431,163
- Administrative expenses
- -$66,810
- Total expenses
- $18,371,084
- Net increase / (decrease)
- $65,566,875
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $75,922 | not reported in the loaded dataset | 2023 |
| Nfp Retirement | CONSULTANT | $62,500 | not reported in the loaded dataset | 2023 |
| Kravitz LLC | CONSULTANT | $11,089 | not reported in the loaded dataset | 2023 |
| Bowman& Company, Llp | ACCOUNTANT/AUDITOR | $10,500 | not reported in the loaded dataset | 2023 |
| Fiduciary Advocates LLC | CONSULTANT | $5,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$235,488 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gould Medical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Modesto, CA
- Strategic Advisors, Inc. — Schedule C compensation
- Nfp Retirement — Schedule C compensation
- Kravitz LLC — Schedule C compensation
- Bowman& Company, Llp — Schedule C compensation
- Fiduciary Advocates LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation