Plan5500

Scripps Coastal Medical Group, Inc. Retirement Savings Plan — Form 5500 plan (San Diego Coastal Medical Group, Inc.)

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, Scripps Coastal Medical Group, Inc. Retirement Savings Plan is a benefit plan reported by San Diego Coastal Medical Group, Inc. under EIN 33-0776371 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $119,402,470 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
San Diego Coastal Medical Group, Inc.
EIN
33-0776371
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
415
End-of-year plan assets
$119,402,470

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023415H, C20251023060946NAL0001681425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$119,402,470
Total liabilities (EOY)
$0
Net assets (EOY)
$119,402,470
Net assets (BOY)
$98,565,569

Income & contributions

Employer contributions
$4,383,731
Participant contributions
$5,391,402
Total contributions
$10,535,228
Total income / additions
$26,497,088

Expenses & distributions

Benefits paid
$5,622,175
Administrative expenses
$38,012
Total expenses
$5,660,187
Net increase / (decrease)
$20,836,901

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideTRUSTEE CUSTODIAN$75,648$02023
Leafhouse Financial AdvisorsFINANCIAL ADVISOR$43,087not reported in the loaded dataset2023
National Benefit Services, LLCTPA$34,962not reported in the loaded dataset2023

Related Form 5500 pages