2023 Form 5500 filing — Vep Healthcare, Inc. 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 20240917115343NAL0006531634001) for Vep Healthcare, Inc. 401(K) & Profit Sharing Plan, reported by Vep Healthcare, Inc. under EIN 94-2437974 and plan number 003. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917115343NAL0006531634001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vep Healthcare, Inc.
- EIN
- 94-2437974
- Plan number
- 003
- Location
- Concord, CA
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $3,799,646
- Benefits paid
- $29,485,021
- Administrative expenses
- $80,372
- Total expenses
- $29,565,393
- Net increase / (decrease)
- -$25,765,747
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meaden & Moore Ltd | ACCOUNTANT/AUDITOR | $30,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $28,737 | $0 |
| Pensionmark Financial Group LLC | ADVISOR | $17,662 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | CONSULTANT | $10,868 | not reported in the loaded dataset |