The Children'S Clinic Retirement Plan — Form 5500 plan (The Childrens Clinic Serving Children And Their Families)
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, The Children'S Clinic Retirement Plan is a benefit plan reported by The Childrens Clinic Serving Children And Their Families under EIN 95-1643332 and plan number 001. The latest loaded filing year is 2023. The filing reports 642 participants and $28,018,166 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Childrens Clinic Serving Children And Their Families
- EIN
- 95-1643332
- Plan number
- 001
- Plan type
- 2
- Location
- Long Beach, CA
- Latest filing year
- 2023
- Participants
- 642
- End-of-year plan assets
- $28,018,166
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 642 | H, C | 20241014135611NAL0046253552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,018,166
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,018,166
- Net assets (BOY)
- $22,865,784
Income & contributions
- Employer contributions
- $1,160,226
- Participant contributions
- $1,443,399
- Total contributions
- $2,742,046
- Total income / additions
- $6,281,032
Expenses & distributions
- Benefits paid
- $1,013,823
- Administrative expenses
- $113,690
- Total expenses
- $1,128,650
- Net increase / (decrease)
- $5,152,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group | RIA | $40,724 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Co | RECORDKEEPER | $2,268 | not reported in the loaded dataset | 2023 |