Pioneer Valley Cardiology, Pc 401(K) Plan — Form 5500 plan (Pioneer Valley Cardiology, P.C.)
Plain-English plan 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, Pioneer Valley Cardiology, Pc 401(K) Plan is a benefit plan reported by Pioneer Valley Cardiology, P.C. under EIN 04-2505412 and plan number 003. The latest loaded filing year is 2023. The filing reports 130 participants and $20,379,667 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$20.4MPlan net assets, end of year$20,379,667
Participants130Covered participants reported
Assets / participant$156.8KComputed: assets ÷ participants$156,767 (computed)
Provider compensation$40.3K4 Schedule C provider row(s)$40,301
- Plan sponsor
- Pioneer Valley Cardiology, P.C.
- EIN
- 04-2505412
- Plan number
- 003
- Plan type
- 2
- Location
- Springfield, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20241014140911NAL0027516001001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$20.4M total assets
Net assets$20.4MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $20,379,667
- Net assets (EOY)
- $20,379,667
- Net assets (BOY)
- $18,987,687
Income & contributions
- Employer contributions
- $765,846
- Participant contributions
- $671,048
- Total contributions
- $1,576,288
- Total income / additions
- $4,282,615
Expenses & distributions
- Benefits paid
- $2,826,724
- Administrative expenses
- $63,911
- Total expenses
- $2,890,635
- Net increase / (decrease)
- $1,391,980
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
53%47%
Employer 53%Participant 47%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income66%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $16,254 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,757 | $0 | 2023 |
| Jim Hallinan Pension Consulting LLC | CONTRACT ADMINISTRATOR | $7,060 | $4,230 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pioneer Valley Cardiology, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Springfield, MA
- Northwestern Mutual Investment Serv — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Jim Hallinan Pension Consulting LLC — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation