2023 Form 5500 filing — Vance Family Medicine, P.A. 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240809130622NAL0003297027001) for Vance Family Medicine, P.A. 401(K) Profit Sharing Plan, reported by Vance Family Medicine, P.A. under EIN 56-1892600 and plan number 001. It reports 70 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240809130622NAL0003297027001
Filing year
2023
Form type
2
Plan sponsor
Vance Family Medicine, P.A.
EIN
56-1892600
Plan number
001
Location
Henderson, NC
Participants
70
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,633,744
Total liabilities (EOY)
$0
Net assets (EOY)
$7,633,744
Employer contributions
$135,679
Participant contributions
$263,760
Total income / additions
$1,592,312
Benefits paid
$31,130
Administrative expenses
$41,414
Total expenses
$72,544
Net increase / (decrease)
$1,519,768
Schedule source
Schedule I

Related Form 5500 pages