Cmbs Profit Sharing 401(K) Plan — Form 5500 plan (California Medical Business Services, LLC)

Plain-English plan 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, Cmbs Profit Sharing 401(K) Plan is a benefit plan reported by California Medical Business Services, LLC under EIN 45-4468735 and plan number 001. The latest loaded filing year is 2023. The filing reports 388 participants and $40,968,619 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
California Medical Business Services, LLC
EIN
45-4468735
Plan number
001
Plan type
2
Location
Arcadia, CA
Latest filing year
2023
Participants
388
End-of-year plan assets
$40,968,619

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023388H, C20241008093217NAL0009506051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,968,619
Total liabilities (EOY)
$0
Net assets (EOY)
$40,968,619
Net assets (BOY)
$37,825,329

Income & contributions

Employer contributions
$1,485,294
Participant contributions
$1,352,630
Total contributions
$2,855,792
Total income / additions
$9,902,373

Expenses & distributions

Benefits paid
$6,608,248
Administrative expenses
$150,835
Total expenses
$6,759,083
Net increase / (decrease)
$3,143,290

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burnham Gibson Financial Group Inc.NONE$53,778not reported in the loaded dataset2023
Milliman, Inc.NONE$22,798not reported in the loaded dataset2023

Related Form 5500 pages