2023 Form 5500 filing — Valley Pulmonary & Critical Care, 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 20240926114842NAL0000397043001) for Valley Pulmonary & Critical Care, Pc 401(K) Profit Sharing Plan, reported by Valley Pulmonary & Critical Care, Pc under EIN 63-1208587 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,871,095
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240926114842NAL0000397043001
Plan sponsor
Valley Pulmonary & Critical Care, Pc
EIN
63-1208587
Plan number
001
Location
Decatur, AL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$1.9M total assets
Net assets$1.9MLiabilities
Money in vs. money out
Total income / additions$233.9K
Total expenses$55.8K
Benefits paid / distributions$39.1K
Contributions
Employer$45.7K
Participant$30K
Full reported line items
Total assets (EOY)
$1,871,095
Net assets (EOY)
$1,871,095
Employer contributions
$45,736
Participant contributions
$30,000
Total income / additions
$233,864
Benefits paid
$39,150
Administrative expenses
$16,635
Total expenses
$55,785
Net increase / (decrease)
$178,079

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926114842NAL0000397043001 cover?
It is the 2023 Form 5500 filing for Valley Pulmonary & Critical Care, Pc 401(K) Profit Sharing Plan, reported by Valley Pulmonary & Critical Care, Pc (EIN 63-1208587).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages