2023 Form 5500 filing — Valley Medical Group, P.C. 401(K) 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 20240930131710NAL0005718737001) for Valley Medical Group, P.C. 401(K) Plan, reported by Valley Medical Group, P.C. under EIN 04-2945394 and plan number 001. It reports 701 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930131710NAL0005718737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Medical Group, P.C.
- EIN
- 04-2945394
- Plan number
- 001
- Location
- Greenfield, MA
- Participants
- 701
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,720,850
- Total liabilities (EOY)
- $97,510
- Net assets (EOY)
- $27,623,340
- Employer contributions
- $537,858
- Participant contributions
- $1,898,548
- Total income / additions
- $6,111,231
- Benefits paid
- $2,600,465
- Administrative expenses
- $56,680
- Total expenses
- $2,657,145
- Net increase / (decrease)
- $3,454,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Ins. And Annuity Co | RECORDKEEPER | $56,680 | not reported in the loaded dataset |
| Cetera Advisors Network | BROKER DEALER | not reported in the loaded dataset | $33,458 |
| Freeman Retirement Plan Consutling | TPA | not reported in the loaded dataset | $12,638 |