Robert Giombetti, M.D. Retirement Trust — Form 5500 plan (Southern California Neuro Medical Services)
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, Robert Giombetti, M.D. Retirement Trust is a benefit plan reported by Southern California Neuro Medical Services under EIN 86-1727711 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $1,707,789 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern California Neuro Medical Services
- EIN
- 86-1727711
- Plan number
- 002
- Plan type
- 2
- Location
- Marina Del Rey, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,707,789
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241014111620NAL0026015297001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,707,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,707,789
- Net assets (BOY)
- $1,100,500
Income & contributions
- Employer contributions
- $571,000
- Participant contributions
- $0
- Total income / additions
- $607,289
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $607,289
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.