Medical Group Of Beverly Hills, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Medical Group Of Beverly Hills, 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, Medical Group Of Beverly Hills, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Medical Group Of Beverly Hills, Inc. under EIN 95-4077334 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $122,220,866 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medical Group Of Beverly Hills, Inc.
- EIN
- 95-4077334
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $122,220,866
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20241016121107NAL0017702963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $122,220,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $122,220,866
- Net assets (BOY)
- $110,085,981
Income & contributions
- Employer contributions
- $4,000,000
- Participant contributions
- $4,757,508
- Total contributions
- $9,397,123
- Total income / additions
- $27,167,704
Expenses & distributions
- Benefits paid
- $14,975,066
- Administrative expenses
- $53,343
- Total expenses
- $15,032,819
- Net increase / (decrease)
- $12,134,885
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $32,326 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $21,853 | $0 | 2023 |
| Ascensus Holdings Inc/Futureplan | CONTRACT ADMIN | $1,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medical Group Of Beverly Hills, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Ascensus Holdings Inc/Futureplan — Schedule C compensation