2023 Form 5500 filing — Calvert Internal Medicine Group, P.A. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924115226NAL0026078914001) for Calvert Internal Medicine Group, P.A. 401(K) Profit Sharing Plan, reported by Calvert Internal Medicine Group, P.A. under EIN 52-1365400 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924115226NAL0026078914001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Calvert Internal Medicine Group, P.A.
- EIN
- 52-1365400
- Plan number
- 001
- Location
- Prince Frederick, MD
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,685,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,685,254
- Employer contributions
- $835,153
- Participant contributions
- $777,923
- Total income / additions
- $7,525,493
- Benefits paid
- $1,680,880
- Administrative expenses
- $56,447
- Total expenses
- $1,737,327
- Net increase / (decrease)
- $5,788,166
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group Consulting, LLC | ADVISOR | $46,879 | $0 |
| Newport Group, Inc. | RECORDKEEPER | $23,583 | $0 |
| Newport Trust Company | TRUSTEE | $7,282 | $0 |