2023 Form 5500 filing — Northwest Family Physicians, 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 20240930134911NAL0011270946001) for Northwest Family Physicians, P.A. 401(K) Profit Sharing Plan, reported by Northwest Family Physicians, P.A. under EIN 41-0981766 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.9MReported net assets$16,937,293
Participants168
Provider compensation$44.5K4 Schedule C row(s)$44,539
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930134911NAL0011270946001
Plan sponsor
Northwest Family Physicians, P.A.
EIN
41-0981766
Plan number
001
Location
Crystal, MN
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$16.9M total assets
Net assets$16.9MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
EmployerNot reported
Participant$556.2K
Full reported line items
Total assets (EOY)
$16,937,293
Total liabilities (EOY)
$0
Net assets (EOY)
$16,937,293
Participant contributions
$556,152
Total income / additions
$3,316,391
Benefits paid
$2,285,428
Administrative expenses
$35,796
Total expenses
$2,321,224
Net increase / (decrease)
$995,167
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $17.6K
  2. 2
    INVESTMENT ADVISOR · Direct $14.6K
  3. 3
    PRIOR TPA · Direct $9.5K
  4. 4
    CURRENT TPA · Direct $2.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930134911NAL0011270946001 cover?
It is the 2023 Form 5500 filing for Northwest Family Physicians, P.A. 401(K) Profit Sharing Plan, reported by Northwest Family Physicians, P.A. (EIN 41-0981766).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages