2023 Form 5500 filing — The Cardiovascular Group, P.C. 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 20241007102237NAL0008784723001) for The Cardiovascular Group, P.C. 401(K) Profit Sharing Plan, reported by The Cardiovascular Group, P.C. D/B/A Virginia Heart under EIN 54-1778418 and plan number 001. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007102237NAL0008784723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cardiovascular Group, P.C. D/B/A Virginia Heart
- EIN
- 54-1778418
- Plan number
- 001
- Location
- Falls Church, VA
- Participants
- 371
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,486,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,486,128
- Employer contributions
- $2,909,917
- Participant contributions
- $2,356,096
- Total income / additions
- $16,256,039
- Benefits paid
- $9,616,545
- Administrative expenses
- $154,709
- Total expenses
- $9,771,254
- Net increase / (decrease)
- $6,484,785
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Com | RECORDKEEPER | $121,983 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $91,737 | not reported in the loaded dataset |
| Map Retirement Usa, LLC | TPA | $19,700 | $5,093 |
| Matthews Carter And Boyce Pc | AUDIT | $5,000 | not reported in the loaded dataset |