Heritage Medical Group Retirement Savings 401(K) Plan — Form 5500 plan (High Desert Medical Corporation)
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, Heritage Medical Group Retirement Savings 401(K) Plan is a benefit plan reported by High Desert Medical Corporation under EIN 95-3930862 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,153 participants and $208,902,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- High Desert Medical Corporation
- EIN
- 95-3930862
- Plan number
- 002
- Plan type
- 2
- Location
- Lancaster, CA
- Latest filing year
- 2023
- Participants
- 5,153
- End-of-year plan assets
- $208,902,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,153 | H, C | 20241219185942NAL0007957680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $208,902,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $208,902,184
- Net assets (BOY)
- $173,167,589
Income & contributions
- Employer contributions
- $775,885
- Participant contributions
- $20,150,169
- Total contributions
- $23,058,808
- Total income / additions
- $52,322,264
Expenses & distributions
- Benefits paid
- $16,113,991
- Administrative expenses
- $388,503
- Total expenses
- $16,587,669
- Net increase / (decrease)
- $35,734,595
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $242,587 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group LLC | ADVISOR | $121,563 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell, Llp | ACCOUNTANT/AUDITOR | $20,188 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for High Desert Medical Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Lancaster, CA
- Fidelity Investments Institutional — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation