The Cardiovascular Group, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (The Cardiovascular Group, P.C. D/B/A Virginia Heart)
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, The Cardiovascular Group, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by The Cardiovascular Group, P.C. D/B/A Virginia Heart under EIN 54-1778418 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $68,486,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cardiovascular Group, P.C. D/B/A Virginia Heart
- EIN
- 54-1778418
- Plan number
- 001
- Plan type
- 2
- Location
- Falls Church, VA
- Latest filing year
- 2023
- Participants
- 371
- End-of-year plan assets
- $68,486,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 371 | H, C | 20241007102237NAL0008784723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,486,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,486,128
- Net assets (BOY)
- $62,001,343
Income & contributions
- Employer contributions
- $2,909,917
- Participant contributions
- $2,356,096
- Total contributions
- $5,625,550
- Total income / additions
- $16,256,039
Expenses & distributions
- Benefits paid
- $9,616,545
- Administrative expenses
- $154,709
- Total expenses
- $9,771,254
- Net increase / (decrease)
- $6,484,785
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Com | RECORDKEEPER | $121,983 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $91,737 | not reported in the loaded dataset | 2023 |
| Map Retirement Usa, LLC | TPA | $19,700 | $5,093 | 2023 |
| Matthews Carter And Boyce Pc | AUDIT | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Cardiovascular Group, P.C. D/B/A Virginia Heart
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Falls Church, VA
- Transamerica Financial Life Ins Com — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Map Retirement Usa, LLC — Schedule C compensation
- Matthews Carter And Boyce Pc — Schedule C compensation