Plan5500

2023 Form 5500 filing — Winchester Cardiology And Vascular Medicine, P. C. 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 20241231100648NAL0035254418001) for Winchester Cardiology And Vascular Medicine, P. C. 401(K) Profit Sharing Plan, reported by Winchester Cardiology & Vascular Medicine, P.C. under EIN 26-2446878 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241231100648NAL0035254418001
Filing year
2023
Form type
2
Plan sponsor
Winchester Cardiology & Vascular Medicine, P.C.
EIN
26-2446878
Plan number
001
Location
Winchester, VA
Participants
179
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$21,420,089
Total liabilities (EOY)
$0
Net assets (EOY)
$21,420,089
Employer contributions
$721,745
Participant contributions
$778,411
Total income / additions
$4,666,534
Benefits paid
$520,858
Administrative expenses
$96,177
Total expenses
$617,035
Net increase / (decrease)
$4,049,499
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Buttonwood Wealth, LLCSERVICE PROVIDER$46,776not reported in the loaded dataset
Fidelity Brokerage Services, LLCSERVICE PROVIDER$32,344not reported in the loaded dataset
Lpl Financial LLCBROKER/ADVISOR$0$17,250
Empower Annuity Insurance CompanyRECORDKEEPER$8,916$0
Rbc Wealth ManagementSERVICE PROVIDER$7,493not reported in the loaded dataset
The Benefit PracticeTPA$1,550$4,524

Related Form 5500 pages