2023 Form 5500 filing — Medical Group Of Beverly Hills, 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 20241016121107NAL0017702963001) for Medical Group Of Beverly Hills, Inc. 401(K) Profit Sharing Plan, reported by Medical Group Of Beverly Hills, Inc. under EIN 95-4077334 and plan number 001. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$122.2MReported net assets$122,220,866
Participants285
Provider compensation$55.9K3 Schedule C row(s)$55,879
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241016121107NAL0017702963001
- Plan sponsor
- Medical Group Of Beverly Hills, Inc.
- EIN
- 95-4077334
- Plan number
- 001
- Location
- Los Angeles, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$122.2M total assets
Net assets$122.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $122,220,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $122,220,866
- Employer contributions
- $4,000,000
- Participant contributions
- $4,757,508
- Total income / additions
- $27,167,704
- Benefits paid
- $14,975,066
- Administrative expenses
- $53,343
- Total expenses
- $15,032,819
- Net increase / (decrease)
- $12,134,885
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $32,326 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $21,853 | $0 |
| Ascensus Holdings Inc/Futureplan | CONTRACT ADMIN | $1,700 | not reported in the loaded dataset |