2023 Form 5500 filing — Cmbs Profit Sharing 401(K) 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 20241008093217NAL0009506051001) for Cmbs Profit Sharing 401(K) Plan, reported by California Medical Business Services, LLC under EIN 45-4468735 and plan number 001. It reports 388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008093217NAL0009506051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California Medical Business Services, LLC
- EIN
- 45-4468735
- Plan number
- 001
- Location
- Arcadia, CA
- Participants
- 388
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,968,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,968,619
- Employer contributions
- $1,485,294
- Participant contributions
- $1,352,630
- Total income / additions
- $9,902,373
- Benefits paid
- $6,608,248
- Administrative expenses
- $150,835
- Total expenses
- $6,759,083
- Net increase / (decrease)
- $3,143,290
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Financial Group Inc. | NONE | $53,778 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $22,798 | not reported in the loaded dataset |