San Diego Sports Medicine And Family Health Center 401(K) Profit Sharing Plan — Form 5500 plan (San Diego Sports Medicine And Family Health Center)
Plain-English plan 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, San Diego Sports Medicine And Family Health Center 401(K) Profit Sharing Plan is a benefit plan reported by San Diego Sports Medicine And Family Health Center under EIN 33-0061064 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $11,918,899 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Diego Sports Medicine And Family Health Center
- EIN
- 33-0061064
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $11,918,899
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20241015163921NAL0050490624001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,918,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,918,899
- Net assets (BOY)
- $9,158,652
Income & contributions
- Employer contributions
- $792,365
- Participant contributions
- $517,926
- Total contributions
- $1,314,871
- Total income / additions
- $3,098,998
Expenses & distributions
- Benefits paid
- $295,755
- Administrative expenses
- $42,996
- Total expenses
- $338,751
- Net increase / (decrease)
- $2,760,247
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Service Inc | INVESTMENT ADVISOR | $24,181 | not reported in the loaded dataset | 2023 |
| Capitol Group Retirement Plan Servi | RECORDKEEPER | $7,704 | $0 | 2023 |
| Federman, Lally & Remis LLC | OTHER | $6,000 | not reported in the loaded dataset | 2023 |
| Pension Consultants, Inc. | CONTRACT ADMIN | $3,760 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Diego Sports Medicine And Family Health Center
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Ubs Financial Service Inc — Schedule C compensation
- Capitol Group Retirement Plan Servi — Schedule C compensation
- Federman, Lally & Remis LLC — Schedule C compensation
- Pension Consultants, Inc. — Schedule C compensation