2023 Form 5500 filing — Scripps Coastal 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 20251023060946NAL0001681425001) for Scripps Coastal Medical Group, Inc. Retirement Savings Plan, reported by San Diego Coastal Medical Group, Inc. under EIN 33-0776371 and plan number 001. It reports 415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251023060946NAL0001681425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Diego Coastal Medical Group, Inc.
- EIN
- 33-0776371
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $119,402,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,402,470
- Employer contributions
- $4,383,731
- Participant contributions
- $5,391,402
- Total income / additions
- $26,497,088
- Benefits paid
- $5,622,175
- Administrative expenses
- $38,012
- Total expenses
- $5,660,187
- Net increase / (decrease)
- $20,836,901
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | TRUSTEE CUSTODIAN | $75,648 | $0 |
| Leafhouse Financial Advisors | FINANCIAL ADVISOR | $43,087 | not reported in the loaded dataset |
| National Benefit Services, LLC | TPA | $34,962 | not reported in the loaded dataset |