Medical Group Of Beverly Hills Defined Benefit Pension Plan — Form 5500 plan (Medical Group Of Beverly Hills)
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 Defined Benefit Pension Plan is a benefit plan reported by Medical Group Of Beverly Hills under EIN 95-4077334 and plan number 002. The latest loaded filing year is 2023. The filing reports 211 participants and $32,285,346 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medical Group Of Beverly Hills
- EIN
- 95-4077334
- Plan number
- 002
- Plan type
- 2
- Location
- Beverly Hills, CA
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $32,285,346
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20260325142511NAL0004594672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,285,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,285,346
- Net assets (BOY)
- $27,610,546
Income & contributions
- Employer contributions
- $3,044,913
- Participant contributions
- $0
- Total contributions
- $3,044,913
- Total income / additions
- $5,959,477
Expenses & distributions
- Benefits paid
- $1,129,506
- Administrative expenses
- $155,171
- Total expenses
- $1,284,677
- Net increase / (decrease)
- $4,674,800
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rcb Wealth Management | FINANCIAL ADVISOR | $155,171 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | CUSTODIAN | $0 | $0 | 2023 |