Plan5500

Valley Medical Group, P.C. 401(K) Plan — Form 5500 plan (Valley Medical Group, 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, Valley Medical Group, P.C. 401(K) Plan is a benefit plan reported by Valley Medical Group, P.C. under EIN 04-2945394 and plan number 001. The latest loaded filing year is 2023. The filing reports 701 participants and $27,720,850 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valley Medical Group, P.C.
EIN
04-2945394
Plan number
001
Plan type
2
Location
Greenfield, MA
Latest filing year
2023
Participants
701
End-of-year plan assets
$27,720,850

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023701H, C20240930131710NAL0005718737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,720,850
Total liabilities (EOY)
$97,510
Net assets (EOY)
$27,623,340
Net assets (BOY)
$24,169,254

Income & contributions

Employer contributions
$537,858
Participant contributions
$1,898,548
Total contributions
$2,546,091
Total income / additions
$6,111,231

Expenses & distributions

Benefits paid
$2,600,465
Administrative expenses
$56,680
Total expenses
$2,657,145
Net increase / (decrease)
$3,454,086

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Ins. And Annuity CoRECORDKEEPER$56,680not reported in the loaded dataset2023
Cetera Advisors NetworkBROKER DEALERnot reported in the loaded dataset$33,4582023
Freeman Retirement Plan ConsutlingTPAnot reported in the loaded dataset$12,6382023

Related Form 5500 pages