2023 Form 5500 filing — Children'S Primary Care Medical Group, Inc. Retirement 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 20241015083019NAL0029019809001) for Children'S Primary Care Medical Group, Inc. Retirement Savings Plan, reported by Children'S Primary Care Medical Group, Inc. under EIN 33-0662258 and plan number 002. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083019NAL0029019809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Children'S Primary Care Medical Group, Inc.
- EIN
- 33-0662258
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,846,666
- Total liabilities (EOY)
- $2,898
- Net assets (EOY)
- $95,843,768
- Employer contributions
- $2,237,794
- Participant contributions
- $3,071,356
- Total income / additions
- $21,856,627
- Benefits paid
- $1,170,956
- Administrative expenses
- $184,722
- Total expenses
- $1,355,678
- Net increase / (decrease)
- $20,500,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | BROKER | $75,519 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $146 | not reported in the loaded dataset |