2023 Form 5500 filing — The Children'S Clinic Retirement Plan
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 20241014135611NAL0046253552001) for The Children'S Clinic Retirement Plan, reported by The Childrens Clinic Serving Children And Their Families under EIN 95-1643332 and plan number 001. It reports 642 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135611NAL0046253552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Childrens Clinic Serving Children And Their Families
- EIN
- 95-1643332
- Plan number
- 001
- Location
- Long Beach, CA
- Participants
- 642
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,018,166
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,018,166
- Employer contributions
- $1,160,226
- Participant contributions
- $1,443,399
- Total income / additions
- $6,281,032
- Benefits paid
- $1,013,823
- Administrative expenses
- $113,690
- Total expenses
- $1,128,650
- Net increase / (decrease)
- $5,152,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group | RIA | $40,724 | not reported in the loaded dataset |
| John Hancock Life Insurance Co | RECORDKEEPER | $2,268 | not reported in the loaded dataset |