Western Sierra Medical Clinic Inc 401k Profit Sharing Plan — Form 5500 plan (Western Sierra 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, Western Sierra Medical Clinic Inc 401k Profit Sharing Plan is a benefit plan reported by Western Sierra Medical Clinic Inc under EIN 94-2279011 and plan number 002. The latest loaded filing year is 2023. The filing reports 171 participants and $3,262,532 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Sierra Medical Clinic Inc
- EIN
- 94-2279011
- Plan number
- 002
- Plan type
- 2
- Location
- Grass Valley, CA
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $3,262,532
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20240919163015NAL0006219617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,262,532
- Total liabilities (EOY)
- $347
- Net assets (EOY)
- $3,262,185
- Net assets (BOY)
- $2,541,314
Income & contributions
- Employer contributions
- $233,188
- Participant contributions
- $268,909
- Total contributions
- $502,097
- Total income / additions
- $913,200
Expenses & distributions
- Benefits paid
- $178,025
- Administrative expenses
- $14,304
- Total expenses
- $192,329
- Net increase / (decrease)
- $720,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $10,179 | $0 | 2023 |
| Capital Group Retirement Plan | RECORDKEEPER | $800 | $0 | 2023 |