Privia Medical Group Washington, Pllc 401k Plan — Form 5500 plan (Privia Medical Group Washington, Pllc)

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, Privia Medical Group Washington, Pllc 401k Plan is a benefit plan reported by Privia Medical Group Washington, Pllc under EIN 91-0862542 and plan number 002. The latest loaded filing year is 2023. The filing reports 319 participants and $47,813,537 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Privia Medical Group Washington, Pllc
EIN
91-0862542
Plan number
002
Plan type
2
Location
Walla Walla, WA
Latest filing year
2023
Participants
319
End-of-year plan assets
$47,813,537

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023319H, C20241001124903NAL0003258419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,813,537
Total liabilities (EOY)
$0
Net assets (EOY)
$47,813,537
Net assets (BOY)
$39,903,203

Income & contributions

Employer contributions
$1,181,562
Participant contributions
$1,100,809
Total contributions
$2,316,196
Total income / additions
$10,110,896

Expenses & distributions

Benefits paid
$2,192,954
Administrative expenses
-$1,020
Total expenses
$2,200,562
Net increase / (decrease)
$7,910,334

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$17,380not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$18,400$02023

Related Form 5500 pages