2023 Form 5500 filing — San Diego Ear Head & Neck Surgery Medical Clinic, Inc. Defined Benefit Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240528163258NAL0018577024001) for San Diego Ear Head & Neck Surgery Medical Clinic, Inc. Defined Benefit Plan, reported by San Diego Ear Head & Neck Surgery Medical Clinic, Inc. under EIN 41-1340488 and plan number 002. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.8MReported net assets$1,770,192
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240528163258NAL0018577024001
Plan sponsor
San Diego Ear Head & Neck Surgery Medical Clinic, Inc.
EIN
41-1340488
Plan number
002
Location
La Jolla, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.8M total assets
Net assets$1.8MLiabilities$0
Money in vs. money out
Total income / additions$306.6K
Total expenses$587K
Benefits paid / distributions$582.7K
Contributions
Employer$249.4K
Participant$0
Full reported line items
Total assets (EOY)
$1,770,192
Total liabilities (EOY)
$0
Net assets (EOY)
$1,770,192
Employer contributions
$249,448
Participant contributions
$0
Total income / additions
$306,557
Benefits paid
$582,662
Administrative expenses
$4,299
Total expenses
$586,961
Net increase / (decrease)
-$280,404

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240528163258NAL0018577024001 cover?
It is the 2023 Form 5500 filing for San Diego Ear Head & Neck Surgery Medical Clinic, Inc. Defined Benefit Plan, reported by San Diego Ear Head & Neck Surgery Medical Clinic, Inc. (EIN 41-1340488).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages