2023 Form 5500 filing — Robert J. Giombetti, M.D. Retirement Trust
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 20241014111628NAL0052014530001) for Robert J. Giombetti, M.D. Retirement Trust, reported by Southern California Neuro Medical Services under EIN 86-1727711 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014111628NAL0052014530001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern California Neuro Medical Services
- EIN
- 86-1727711
- Plan number
- 001
- Location
- Marina Del Rey, CA
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $631,595
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $631,595
- Employer contributions
- $11,100
- Participant contributions
- $30,000
- Total income / additions
- $341,867
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $341,867
- Schedule source
- Schedule I