2023 Form 5500 filing — Temecula Valley Cardiology Medical Group, Inc. 401(K) 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 20240829115808NAL0013498513001) for Temecula Valley Cardiology Medical Group, Inc. 401(K) Plan, reported by Temecula Valley Cardiology Medical Group, Inc. under EIN 33-0722875 and plan number 001. It reports 32 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.1MReported net assets$3,069,372
Participants32
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240829115808NAL0013498513001
Plan sponsor
Temecula Valley Cardiology Medical Group, Inc.
EIN
33-0722875
Plan number
001
Location
Murrieta, CA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.1M total assets
Net assets$3.1MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$849K
Benefits paid / distributions$845.1K
Contributions
Employer$314.7K
Participant$222.9K
Full reported line items
Total assets (EOY)
$3,069,372
Total liabilities (EOY)
$0
Net assets (EOY)
$3,069,372
Employer contributions
$314,698
Participant contributions
$222,878
Total income / additions
$1,029,067
Benefits paid
$845,138
Administrative expenses
$3,840
Total expenses
$848,978
Net increase / (decrease)
$180,089

Related Form 5500 pages