Visalia Medical Clinic, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Visalia Medical Clinic, 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, Visalia Medical Clinic, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Visalia Medical Clinic, Inc. under EIN 94-2203861 and plan number 003. The latest loaded filing year is 2023. The filing reports 162 participants and $81,869,225 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Visalia Medical Clinic, Inc.
EIN
94-2203861
Plan number
003
Plan type
2
Location
Visalia, CA
Latest filing year
2023
Participants
162
End-of-year plan assets
$81,869,225

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20240911194133NAL0009034161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$81,869,225
Total liabilities (EOY)
$0
Net assets (EOY)
$81,869,225
Net assets (BOY)
$70,680,942

Income & contributions

Employer contributions
$1,434,941
Participant contributions
$1,225,767
Total contributions
$2,740,684
Total income / additions
$13,794,599

Expenses & distributions

Benefits paid
$2,533,146
Administrative expenses
$73,170
Total expenses
$2,606,316
Net increase / (decrease)
$11,188,283

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Matrix Trust CompanyNONE$41,889not reported in the loaded dataset2023
Milliman, Inc.NONE$29,825not reported in the loaded dataset2023

Related Form 5500 pages