2023 Form 5500 filing — Children'S Medical Clinic Of Santa Barbara, Inc. 401(K) Profit Sharing 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 20240903184602NAL0031278240001) for Children'S Medical Clinic Of Santa Barbara, Inc. 401(K) Profit Sharing Plan, reported by Children'S Medical Clinic Of Santa Barbara, Inc. under EIN 77-0195274 and plan number 001. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.1MReported net assets$8,129,737
Participants27
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240903184602NAL0031278240001
Plan sponsor
Children'S Medical Clinic Of Santa Barbara, Inc.
EIN
77-0195274
Plan number
001
Location
Santa Barbara, 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)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$133.5K
Benefits paid / distributions$124.3K
Contributions
Employer$222.1K
Participant$142.8K
Full reported line items
Total assets (EOY)
$8,129,737
Total liabilities (EOY)
$0
Net assets (EOY)
$8,129,737
Employer contributions
$222,073
Participant contributions
$142,789
Total income / additions
$1,734,693
Benefits paid
$124,299
Administrative expenses
$9,165
Total expenses
$133,464
Net increase / (decrease)
$1,601,229

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240903184602NAL0031278240001 cover?
It is the 2023 Form 5500 filing for Children'S Medical Clinic Of Santa Barbara, Inc. 401(K) Profit Sharing Plan, reported by Children'S Medical Clinic Of Santa Barbara, Inc. (EIN 77-0195274).
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