Imperial Valley Family Care Medical Group, Apc 401k Ps Plan — Form 5500 plan (Imperial Valley Family Care Medical Group, Apc)

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, Imperial Valley Family Care Medical Group, Apc 401k Ps Plan is a benefit plan reported by Imperial Valley Family Care Medical Group, Apc under EIN 33-0652678 and plan number 002. The latest loaded filing year is 2023. The filing reports 366 participants and $10,611,644 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Imperial Valley Family Care Medical Group, Apc
EIN
33-0652678
Plan number
002
Plan type
2
Location
Imperial, CA
Latest filing year
2023
Participants
366
End-of-year plan assets
$10,611,644

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023366H, C20241009184633NAL0032146192001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,611,644
Total liabilities (EOY)
$0
Net assets (EOY)
$10,611,644
Net assets (BOY)
$7,478,261

Income & contributions

Employer contributions
$741,293
Participant contributions
$632,104
Total contributions
$2,378,782
Total income / additions
$3,360,583

Expenses & distributions

Benefits paid
$195,937
Administrative expenses
$31,263
Total expenses
$227,200
Net increase / (decrease)
$3,133,383

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tri-Ad Actuaries, Inc.NONE$30,963$02023

Related Form 5500 pages