2023 Form 5500 filing — Southview Medical 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 20250324073610NAL0006801219001) for Southview Medical Group, P. C. 401(K) Plan, reported by Southview Medical Group, P.C. under EIN 63-1185612 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250324073610NAL0006801219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southview Medical Group, P.C.
- EIN
- 63-1185612
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,319,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,319,233
- Employer contributions
- $1,914,927
- Participant contributions
- $1,162,021
- Total income / additions
- $10,759,108
- Benefits paid
- $1,419,411
- Administrative expenses
- $69,329
- Total expenses
- $1,488,740
- Net increase / (decrease)
- $9,270,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Leavell Investment Mangement | NONE | $52,631 | not reported in the loaded dataset |
| Riversedge Adv Ret Solutions LLC | NONE | $16,819 | not reported in the loaded dataset |