2023 Form 5500 filing — Hemet Cardiothoracic & Vascular Surgery Med Grp, 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 20241014235435NAL0015683219001) for Hemet Cardiothoracic & Vascular Surgery Med Grp, Inc. 401(K) Profit-Sharing Plan, reported by Hemet Cardiothoracic & Vascular Surgery Med. Grp under EIN 33-0181310 and plan number 002. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.7MReported net assets$3,661,995
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014235435NAL0015683219001
Plan sponsor
Hemet Cardiothoracic & Vascular Surgery Med. Grp
EIN
33-0181310
Plan number
002
Location
La Jolla, 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)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$831.2K
Total expenses$283.2K
Benefits paid / distributions$220K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$3,661,995
Total liabilities (EOY)
$0
Net assets (EOY)
$3,661,995
Employer contributions
$0
Participant contributions
$0
Total income / additions
$831,198
Benefits paid
$220,000
Total expenses
$283,246
Net increase / (decrease)
$547,952

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014235435NAL0015683219001 cover?
It is the 2023 Form 5500 filing for Hemet Cardiothoracic & Vascular Surgery Med Grp, Inc. 401(K) Profit-Sharing Plan, reported by Hemet Cardiothoracic & Vascular Surgery Med. Grp (EIN 33-0181310).
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