2023 Form 5500 filing — San Diego Sports Medicine And Family Health Center 401(K) Profit Sharing 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 20241015163921NAL0050490624001) for San Diego Sports Medicine And Family Health Center 401(K) Profit Sharing Plan, reported by San Diego Sports Medicine And Family Health Center under EIN 33-0061064 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163921NAL0050490624001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Diego Sports Medicine And Family Health Center
- EIN
- 33-0061064
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,918,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,918,899
- Employer contributions
- $792,365
- Participant contributions
- $517,926
- Total income / additions
- $3,098,998
- Benefits paid
- $295,755
- Administrative expenses
- $42,996
- Total expenses
- $338,751
- Net increase / (decrease)
- $2,760,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Service Inc | INVESTMENT ADVISOR | $24,181 | not reported in the loaded dataset |
| Capitol Group Retirement Plan Servi | RECORDKEEPER | $7,704 | $0 |
| Federman, Lally & Remis LLC | OTHER | $6,000 | not reported in the loaded dataset |
| Pension Consultants, Inc. | CONTRACT ADMIN | $3,760 | not reported in the loaded dataset |