Plan5500

Balboa Nephrology Medical Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Balboa Nephrology Medical Group, Inc. (EIN 95-2848091) is a plan sponsor located in La Jolla, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-2848091
Location
La Jolla, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Balboa Nephrology Medical Group, Inc.

  • 2 loaded plans hold $38.8M in reported assets.
  • The largest, Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 493 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$38.8MSummed across loaded plans$38,774,173
Total reported assets$38.8M$38,774,173
Total reported participants493
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$38.8M total assets
Net assets$38.8MLiabilities$0
Contributions & income
Employer contributions$2.9M
Participant contributions$1.5M
Total income / additions$9.7M
Expenses & distributions
Benefits paid / distributions$652.7K
Total expenses$806K
Net increase / (decrease)$8.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan
Participants per plan247Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan$38.8M
    Plan #004 · 265 participants · 2023
  2. 2
    Balboa Nephrology Medical Group, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 228 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Balboa Nephrology Medical Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Balboa Nephrology Medical Group, Inc. Employee Benefits Plan228 participants · 2Sch C
    View filing →
  2. 2023
    Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan265 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Balboa Nephrology Medical Group, Inc. report on Form 5500?
Balboa Nephrology Medical Group, Inc. (EIN 95-2848091) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Balboa Nephrology Medical Group, Inc.?
The Employer Identification Number (EIN) reported for Balboa Nephrology Medical Group, Inc. is 95-2848091.
What is the latest Form 5500 filing year for Balboa Nephrology Medical Group, Inc.?
The latest loaded Form 5500 filing year for Balboa Nephrology Medical Group, Inc. is 2023.

Related Form 5500 pages