2023 Form 5500 filing — Tidewater Physicians Multispecialty Group, P.C. 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 20241015081230NAL0015972371001) for Tidewater Physicians Multispecialty Group, P.C. 401(K) Plan, reported by Tidewater Physicians Multispecialty Group, P.C. under EIN 54-1634477 and plan number 002. It reports 1,365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081230NAL0015972371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tidewater Physicians Multispecialty Group, P.C.
- EIN
- 54-1634477
- Plan number
- 002
- Location
- Newport News, VA
- Participants
- 1,365
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $146,287,922
- Net assets (EOY)
- $146,287,922
- Employer contributions
- $5,367,872
- Participant contributions
- $6,825,556
- Total income / additions
- $34,135,198
- Benefits paid
- $7,112,061
- Administrative expenses
- $184,693
- Total expenses
- $7,296,754
- Net increase / (decrease)
- $26,838,444
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $77,173 | not reported in the loaded dataset |
| Capfinancial Partners,LLC | NONE | $67,403 | not reported in the loaded dataset |
| Beacon Pointe Advisors LLC | NONE | $13,794 | not reported in the loaded dataset |
| 49 Wealth Management LLC | NONE | $9,626 | not reported in the loaded dataset |
| Bleakley Financial Group LLC | NONE | $6,624 | not reported in the loaded dataset |
| Cambridge Investment Research | NONE | $5,004 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,074 | $0 |