California Kidney Specialists 401(K) Plan — Form 5500 plan (California Kidney Specialists)
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, California Kidney Specialists 401(K) Plan is a benefit plan reported by California Kidney Specialists under EIN 95-4046364 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $8,547,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Kidney Specialists
- EIN
- 95-4046364
- Plan number
- 001
- Plan type
- 2
- Location
- San Dimas, CA
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $8,547,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241015163321NAL0016884691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,547,996
- Total liabilities (EOY)
- $23,261
- Net assets (EOY)
- $8,524,735
- Net assets (BOY)
- $6,140,318
Income & contributions
- Employer contributions
- $465,315
- Participant contributions
- $1,130,116
- Total contributions
- $1,721,621
- Total income / additions
- $3,000,672
Expenses & distributions
- Benefits paid
- $550,920
- Administrative expenses
- $65,335
- Total expenses
- $616,255
- Net increase / (decrease)
- $2,384,417
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| July Business Services, LLC | RECORD KEEPER | $65,335 | $0 | 2023 |