2023 Form 5500 filing — Blanchard Valley Medical Assc Inc 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 20241004102012NAL0011299681001) for Blanchard Valley Medical Assc Inc 401(K) Profit Sharing Plan, reported by Blanchard Valley Medical Assc Inc under EIN 34-1148970 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004102012NAL0011299681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blanchard Valley Medical Assc Inc
- EIN
- 34-1148970
- Plan number
- 001
- Location
- Findlay, OH
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,090,667
- Total liabilities (EOY)
- $20,581
- Net assets (EOY)
- $36,070,086
- Employer contributions
- $483,084
- Participant contributions
- $572,019
- Total income / additions
- $6,123,369
- Benefits paid
- $3,461,129
- Administrative expenses
- $232,549
- Total expenses
- $3,693,678
- Net increase / (decrease)
- $2,429,691
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fifth Third Bank Retirement Service | CUSTODIAN | $70,927 | $0 |
| Northwestern Mutual | INVESTMENT ADVISOR | $48,925 | $0 |
| Merrill Lynch Pierce Fenner & Smith | BROKER | $34,702 | $0 |
| John Hancock Life Insurance Company | RECORD KEEPER | $32,838 | $0 |
| Legacy Financial Advisors, Inc. | INVESTMENT ADVISOR | $22,109 | $0 |
| Infresh, Inc. | INVESTMENT ADVISOR | $11,343 | $0 |