2023 Form 5500 filing — Robert Giombetti, M.D. Retirement Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014111620NAL0026015297001) for Robert Giombetti, M.D. Retirement Trust, reported by Southern California Neuro Medical Services under EIN 86-1727711 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241014111620NAL0026015297001
Filing year
2023
Form type
2
Plan sponsor
Southern California Neuro Medical Services
EIN
86-1727711
Plan number
002
Location
Marina Del Rey, CA
Participants
2
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,707,789
Total liabilities (EOY)
$0
Net assets (EOY)
$1,707,789
Employer contributions
$571,000
Participant contributions
$0
Total income / additions
$607,289
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$607,289
Schedule source
Schedule I

Related Form 5500 pages