2023 Form 5500 filing — Children'S Specialists Of San Diego, Amg, Inc. 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 20241008143541NAL0008466691001) for Children'S Specialists Of San Diego, Amg, Inc. Profit Sharing Plan, reported by Children'S Specialsts Of San Diego, Amg, Inc. under EIN 95-3255175 and plan number 006. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008143541NAL0008466691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Children'S Specialsts Of San Diego, Amg, Inc.
- EIN
- 95-3255175
- Plan number
- 006
- Location
- San Diego, CA
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,385,433
- Net assets (EOY)
- $38,385,433
- Employer contributions
- $1,025,836
- Participant contributions
- $1,144,957
- Total income / additions
- $8,075,166
- Benefits paid
- $3,623,332
- Administrative expenses
- $89,441
- Total expenses
- $3,715,237
- Net increase / (decrease)
- $4,359,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cook Street Consulting Inc | INVESTMENT ADVISOR | $40,299 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $32,129 | $0 |
| Cbiz Cpas P.C. | AUDITOR | $17,013 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |