2023 Form 5500 filing — Foothill Cardiology Profit Sharing/401(K) And Health/Disability Plan And 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 20241014234748NAL0027357873001) for Foothill Cardiology Profit Sharing/401(K) And Health/Disability Plan And Trust, reported by Foothill Cardiology Medical Group, Inc. under EIN 95-3350882 and plan number 001. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$31.4MReported net assets$31,443,176
Participants123
Provider compensation$3.7K1 Schedule C row(s)$3,702
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014234748NAL0027357873001
Plan sponsor
Foothill Cardiology Medical Group, Inc.
EIN
95-3350882
Plan number
001
Location
Covina, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$31.4M total assets
Net assets$31.4MLiabilities$0
Money in vs. money out
Total income / additions$8.4M
Total expenses$2.3M
Benefits paid / distributions$2.2M
Contributions
Employer$896.9K
Participant$822.4K
Full reported line items
Total assets (EOY)
$31,443,176
Total liabilities (EOY)
$0
Net assets (EOY)
$31,443,176
Employer contributions
$896,879
Participant contributions
$822,353
Total income / additions
$8,383,874
Benefits paid
$2,241,321
Administrative expenses
$37,229
Total expenses
$2,280,098
Net increase / (decrease)
$6,103,776
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $3.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014234748NAL0027357873001 cover?
It is the 2023 Form 5500 filing for Foothill Cardiology Profit Sharing/401(K) And Health/Disability Plan And Trust, reported by Foothill Cardiology Medical Group, Inc. (EIN 95-3350882).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages