Children'S Specialists Of San Diego, Amg, Inc. Profit Sharing Plan — Form 5500 plan (Children'S Specialsts Of San Diego, Amg, Inc.)
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, Children'S Specialists Of San Diego, Amg, Inc. Profit Sharing Plan is a benefit plan reported by Children'S Specialsts Of San Diego, Amg, Inc. under EIN 95-3255175 and plan number 006. The latest loaded filing year is 2023. The filing reports 235 participants and $38,385,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Children'S Specialsts Of San Diego, Amg, Inc.
- EIN
- 95-3255175
- Plan number
- 006
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $38,385,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241008143541NAL0008466691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,385,433
- Net assets (EOY)
- $38,385,433
- Net assets (BOY)
- $34,025,504
Income & contributions
- Employer contributions
- $1,025,836
- Participant contributions
- $1,144,957
- Total contributions
- $2,174,344
- Total income / additions
- $8,075,166
Expenses & distributions
- Benefits paid
- $3,623,332
- Administrative expenses
- $89,441
- Total expenses
- $3,715,237
- Net increase / (decrease)
- $4,359,929
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cook Street Consulting Inc | INVESTMENT ADVISOR | $40,299 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $32,129 | $0 | 2023 |
| Cbiz Cpas P.C. | AUDITOR | $17,013 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Children'S Specialsts Of San Diego, Amg, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Cook Street Consulting Inc — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- National Financial Services — Schedule C compensation