Vitalmd 401(K) Plan — Form 5500 plan (Vitalmd Group Holding. LLC)

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, Vitalmd 401(K) Plan is a benefit plan reported by Vitalmd Group Holding. LLC under EIN 54-2129332 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,851 participants and $315,723,512 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vitalmd Group Holding. LLC
EIN
54-2129332
Plan number
001
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
2,851
End-of-year plan assets
$315,723,512

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,851H, C20241014202135NAL0013820771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$315,723,512
Total liabilities (EOY)
$28,987
Net assets (EOY)
$315,694,525
Net assets (BOY)
$259,114,670

Income & contributions

Employer contributions
$11,165,065
Participant contributions
$15,816,390
Total contributions
$30,118,088
Total income / additions
$77,839,878

Expenses & distributions

Benefits paid
$20,936,168
Administrative expenses
$283,432
Total expenses
$21,260,023
Net increase / (decrease)
$56,579,855

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$179,914$02023
Nfp Retirement, Inc.NONE$100,000not reported in the loaded dataset2023

Related Form 5500 pages