2023 Form 5500 filing — San Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing And Savings 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 20241011123213NAL0022741249001) for San Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing And Savings Plan, reported by San Diego Diagnostic Radiology Medical Group, Inc. under EIN 95-2669833 and plan number 002. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011123213NAL0022741249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Diego Diagnostic Radiology Medical Group, Inc.
- EIN
- 95-2669833
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,388,319
- Net assets (EOY)
- $126,388,319
- Employer contributions
- $3,512,435
- Participant contributions
- $1,254,321
- Total income / additions
- $23,513,328
- Benefits paid
- $18,137,095
- Administrative expenses
- $208,057
- Total expenses
- $18,345,152
- Net increase / (decrease)
- $5,168,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Corient Private Wealth LLC | NONE | $102,421 | not reported in the loaded dataset |
| Jacobs & Company LLC | NONE | $37,722 | not reported in the loaded dataset |
| Rg Financial LLC | NONE | $20,527 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $12,112 | not reported in the loaded dataset |
| Rebalance LLC | NONE | $11,591 | not reported in the loaded dataset |
| Mission Wealth Management Lp | NONE | $9,473 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $6,258 | $0 |
| Weatherly Asset Management Lp | NONE | $5,215 | not reported in the loaded dataset |
| Charles Schwab & Co.,Inc | NONE | $941 | $0 |