2023 Form 5500 filing — Virginia Cardiovascular Specialists, Pc 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 20240829091303NAL0007499587001) for Virginia Cardiovascular Specialists, Pc 401(K) Profit Sharing Plan, reported by Virginia Cardiovascular Specialists, Pc under EIN 54-1090122 and plan number 002. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829091303NAL0007499587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Virginia Cardiovascular Specialists, Pc
- EIN
- 54-1090122
- Plan number
- 002
- Location
- Richmond, VA
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,525,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,525,243
- Employer contributions
- $1,809,848
- Participant contributions
- $1,378,921
- Total income / additions
- $11,701,455
- Benefits paid
- $4,426,650
- Administrative expenses
- $96,257
- Total expenses
- $4,530,077
- Net increase / (decrease)
- $7,171,378
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $92,732 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $3,525 | $0 |