2023 Form 5500 filing — Medical Group Of Beverly Hills Defined Benefit Pension 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 20260325142511NAL0004594672001) for Medical Group Of Beverly Hills Defined Benefit Pension Plan, reported by Medical Group Of Beverly Hills under EIN 95-4077334 and plan number 002. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260325142511NAL0004594672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medical Group Of Beverly Hills
- EIN
- 95-4077334
- Plan number
- 002
- Location
- Beverly Hills, CA
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,285,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,285,346
- Employer contributions
- $3,044,913
- Participant contributions
- $0
- Total income / additions
- $5,959,477
- Benefits paid
- $1,129,506
- Administrative expenses
- $155,171
- Total expenses
- $1,284,677
- Net increase / (decrease)
- $4,674,800
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rcb Wealth Management | FINANCIAL ADVISOR | $155,171 | not reported in the loaded dataset |
| Matrix Trust Company | CUSTODIAN | $0 | $0 |