2023 Form 5500 filing — Central Virginia Family Physicians, Inc. 401 (K) Profit Sharing Plan And Trust
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 20241014120835NAL0027229665001) for Central Virginia Family Physicians, Inc. 401 (K) Profit Sharing Plan And Trust, reported by Central Virginia Family Physicians, Inc. under EIN 54-1663754 and plan number 001. It reports 232 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)$25.3MReported net assets$25,258,182
Participants232
Provider compensation$119.6K2 Schedule C row(s)$119,564
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014120835NAL0027229665001
- Plan sponsor
- Central Virginia Family Physicians, Inc.
- EIN
- 54-1663754
- Plan number
- 001
- Location
- Lynchburg, VA
- Received date
- not reported in the loaded dataset
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)$25.3M total assets
Net assets$25.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $25,258,182
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,258,182
- Total income / additions
- $3,048,599
- Benefits paid
- $8,005,172
- Administrative expenses
- $163,561
- Total expenses
- $8,168,733
- Net increase / (decrease)
- -$5,120,134
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Unified Trust Company | NONE | $75,796 | $0 |
| Mml Investor Services, Inc. | NONE | $43,768 | not reported in the loaded dataset |