Calvert Internal Medicine Group, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Calvert Internal Medicine Group, P.A.)
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, Calvert Internal Medicine Group, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Calvert Internal Medicine Group, P.A. under EIN 52-1365400 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $35,685,254 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Calvert Internal Medicine Group, P.A.
- EIN
- 52-1365400
- Plan number
- 001
- Plan type
- 2
- Location
- Prince Frederick, MD
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $35,685,254
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20240924115226NAL0026078914001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,685,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,685,254
- Net assets (BOY)
- $29,897,088
Income & contributions
- Employer contributions
- $835,153
- Participant contributions
- $777,923
- Total contributions
- $1,733,104
- Total income / additions
- $7,525,493
Expenses & distributions
- Benefits paid
- $1,680,880
- Administrative expenses
- $56,447
- Total expenses
- $1,737,327
- Net increase / (decrease)
- $5,788,166
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group Consulting, LLC | ADVISOR | $46,879 | $0 | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $23,583 | $0 | 2023 |
| Newport Trust Company | TRUSTEE | $7,282 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Calvert Internal Medicine Group, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Prince Frederick, MD
- Newport Group Consulting, LLC — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- Newport Trust Company — Schedule C compensation