Stockton Cardiology Medical Group Complete Heart Care Inc 401(K) Profit Sharing Plan — Form 5500 plan (Stockton Cardiology Medical Group Complete Heart Care 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, Stockton Cardiology Medical Group Complete Heart Care Inc 401(K) Profit Sharing Plan is a benefit plan reported by Stockton Cardiology Medical Group Complete Heart Care Inc under EIN 94-2375709 and plan number 002. The latest loaded filing year is 2023. The filing reports 87 participants and $31,753,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stockton Cardiology Medical Group Complete Heart Care Inc
- EIN
- 94-2375709
- Plan number
- 002
- Plan type
- 2
- Location
- Stockton, CA
- Latest filing year
- 2023
- Participants
- 87
- End-of-year plan assets
- $31,753,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 87 | I | 20240911145230NAL0007204321001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $31,753,699
- Total liabilities (EOY)
- $75,000
- Net assets (EOY)
- $31,678,699
- Net assets (BOY)
- $25,498,559
Income & contributions
- Employer contributions
- $781,010
- Participant contributions
- $130,135
- Total income / additions
- $6,840,294
Expenses & distributions
- Benefits paid
- $564,060
- Administrative expenses
- $96,094
- Total expenses
- $660,154
- Net increase / (decrease)
- $6,180,140
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.