2023 Form 5500 filing — Privia Medical Group Washington, Pllc 401k 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 20241001124903NAL0003258419001) for Privia Medical Group Washington, Pllc 401k Plan, reported by Privia Medical Group Washington, Pllc under EIN 91-0862542 and plan number 002. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001124903NAL0003258419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Privia Medical Group Washington, Pllc
- EIN
- 91-0862542
- Plan number
- 002
- Location
- Walla Walla, WA
- Participants
- 319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,813,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,813,537
- Employer contributions
- $1,181,562
- Participant contributions
- $1,100,809
- Total income / additions
- $10,110,896
- Benefits paid
- $2,192,954
- Administrative expenses
- -$1,020
- Total expenses
- $2,200,562
- Net increase / (decrease)
- $7,910,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $17,380 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$18,400 | $0 |