2023 Form 5500 filing — Cardiovascular Associates Of Marin & San Francisco Profit Sharing 401(K) 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 20250313090111NAL0034604560001) for Cardiovascular Associates Of Marin & San Francisco Profit Sharing 401(K) Plan, reported by Cardiovascular Associates Of Marin & San Francisco Medical Group, Inc. under EIN 94-2157429 and plan number 002. It reports 38 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.3MReported net assets$19,284,782
Participants38
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250313090111NAL0034604560001
Plan sponsor
Cardiovascular Associates Of Marin & San Francisco Medical Group, Inc.
EIN
94-2157429
Plan number
002
Location
Larkspur, CA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

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

Reported balance (end of year)$19.3M total assets
Net assets$19.3MLiabilities$263
Money in vs. money out
Total income / additions$3.6M
Total expenses$140.4K
Benefits paid / distributions$116K
Contributions
Employer$703K
Participant$498.8K
Full reported line items
Total assets (EOY)
$19,285,045
Total liabilities (EOY)
$263
Net assets (EOY)
$19,284,782
Employer contributions
$702,984
Participant contributions
$498,779
Total income / additions
$3,586,132
Benefits paid
$116,050
Administrative expenses
$24,355
Total expenses
$140,405
Net increase / (decrease)
$3,445,727

Related Form 5500 pages