Pueblo Radiology Medical Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Pueblo Radiology 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, Pueblo Radiology Medical Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Pueblo Radiology Medical Group, Inc . under EIN 95-2862709 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $40,993,778 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pueblo Radiology Medical Group, Inc .
- EIN
- 95-2862709
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Barbara, CA
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $40,993,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20240926162424NAL0001049793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,993,778
- Net assets (EOY)
- $40,993,778
- Net assets (BOY)
- $37,509,237
Income & contributions
- Employer contributions
- $1,046,087
- Participant contributions
- $719,802
- Total contributions
- $1,776,038
- Total income / additions
- $7,781,453
Expenses & distributions
- Benefits paid
- $4,185,928
- Administrative expenses
- $110,984
- Total expenses
- $4,296,912
- Net increase / (decrease)
- $3,484,541
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Envestnet Asset Management Inc | NONE | $41,849 | not reported in the loaded dataset | 2023 |
| Painted Porch Advisors LLC | NONE | $25,382 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services, In | NONE | $22,606 | not reported in the loaded dataset | 2023 |
| Mercer Global Advisors Inc | NONE | $21,148 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $1,604 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pueblo Radiology Medical Group, Inc .
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Barbara, CA
- Envestnet Asset Management Inc — Schedule C compensation
- Painted Porch Advisors LLC — Schedule C compensation
- Schwab Retirement Plan Services, In — Schedule C compensation
- Mercer Global Advisors Inc — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation