San Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing And Savings Plan — Form 5500 plan (San Diego Diagnostic Radiology 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, San Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing And Savings Plan is a benefit plan reported by San Diego Diagnostic Radiology Medical Group, Inc. under EIN 95-2669833 and plan number 002. The latest loaded filing year is 2023. The filing reports 284 participants and $126,388,319 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Diego Diagnostic Radiology Medical Group, Inc.
- EIN
- 95-2669833
- Plan number
- 002
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 284
- End-of-year plan assets
- $126,388,319
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 284 | H, C | 20241011123213NAL0022741249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,388,319
- Net assets (EOY)
- $126,388,319
- Net assets (BOY)
- $121,220,143
Income & contributions
- Employer contributions
- $3,512,435
- Participant contributions
- $1,254,321
- Total contributions
- $5,688,650
- Total income / additions
- $23,513,328
Expenses & distributions
- Benefits paid
- $18,137,095
- Administrative expenses
- $208,057
- Total expenses
- $18,345,152
- Net increase / (decrease)
- $5,168,176
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Corient Private Wealth LLC | NONE | $102,421 | not reported in the loaded dataset | 2023 |
| Jacobs & Company LLC | NONE | $37,722 | not reported in the loaded dataset | 2023 |
| Rg Financial LLC | NONE | $20,527 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $12,112 | not reported in the loaded dataset | 2023 |
| Rebalance LLC | NONE | $11,591 | not reported in the loaded dataset | 2023 |
| Mission Wealth Management Lp | NONE | $9,473 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $6,258 | $0 | 2023 |
| Weatherly Asset Management Lp | NONE | $5,215 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co.,Inc | NONE | $941 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Diego Diagnostic Radiology Medical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Corient Private Wealth LLC — Schedule C compensation
- Jacobs & Company LLC — Schedule C compensation
- Rg Financial LLC — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Rebalance LLC — Schedule C compensation
- Mission Wealth Management Lp — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Weatherly Asset Management Lp — Schedule C compensation
- Charles Schwab & Co.,Inc — Schedule C compensation