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ROBERT GIOMBETTI, M.D. RETIREMENT TRUST 401k Plan overview

Plan NameROBERT GIOMBETTI, M.D. RETIREMENT TRUST
Plan identification number 002

ROBERT GIOMBETTI, M.D. RETIREMENT TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHERN CALIFORNIA NEURO MEDICAL SERVICES has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN CALIFORNIA NEURO MEDICAL SERVICES
Employer identification number (EIN):861727711
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT GIOMBETTI, M.D. RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01

Plan Statistics for ROBERT GIOMBETTI, M.D. RETIREMENT TRUST

401k plan membership statisitcs for ROBERT GIOMBETTI, M.D. RETIREMENT TRUST

Measure Date Value
2023: ROBERT GIOMBETTI, M.D. RETIREMENT TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-012
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010

Financial Data on ROBERT GIOMBETTI, M.D. RETIREMENT TRUST

Measure Date Value
2023 : ROBERT GIOMBETTI, M.D. RETIREMENT TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$607,289
Expenses. Total of all expenses incurred2023-12-31$0
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$1,707,789
Total plan assets at beginning of year2023-12-31$1,100,500
Value of fidelity bond covering the plan2023-12-31$250,000
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$36,289
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$607,289
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,707,789
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,100,500
Total contributions received or receivable from employer(s)2023-12-31$571,000
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0

Form 5500 Responses for ROBERT GIOMBETTI, M.D. RETIREMENT TRUST

2023: ROBERT GIOMBETTI, M.D. RETIREMENT TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes

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