Emergency Physicians Of Tidewater, Plc 401(K) & Profit Sharing Plan — Form 5500 plan (Emergency Physicians Of Tidewater, P.L.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, Emergency Physicians Of Tidewater, Plc 401(K) & Profit Sharing Plan is a benefit plan reported by Emergency Physicians Of Tidewater, P.L.C. under EIN 54-1141362 and plan number 004. The latest loaded filing year is 2023. The filing reports 209 participants and $118,927,724 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emergency Physicians Of Tidewater, P.L.C.
- EIN
- 54-1141362
- Plan number
- 004
- Plan type
- 2
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $118,927,724
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20241015150940NAL0030108145005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,927,724
- Net assets (EOY)
- $118,927,724
- Net assets (BOY)
- $99,272,513
Income & contributions
- Employer contributions
- $4,121,467
- Participant contributions
- $2,548,639
- Total contributions
- $6,919,753
- Total income / additions
- $26,112,089
Expenses & distributions
- Benefits paid
- $6,272,895
- Administrative expenses
- $164,958
- Total expenses
- $6,456,878
- Net increase / (decrease)
- $19,655,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset | NONE | $63,727 | not reported in the loaded dataset | 2023 |
| Financial Security Advisory, Inc. | NONE | $63,000 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $21,917 | $0 | 2023 |
| Envestnet Asset Management Inc | NONE | $8,473 | not reported in the loaded dataset | 2023 |
| Buckingham Strategic Partners | NONE | $7,841 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,212 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Emergency Physicians Of Tidewater, P.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Wilbanks Smith & Thomas Asset — Schedule C compensation
- Financial Security Advisory, Inc. — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Buckingham Strategic Partners — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation