2023 Form 5500 filing — Imperial Valley Family Care Medical Group, Apc 401k Ps 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 20241009184633NAL0032146192001) for Imperial Valley Family Care Medical Group, Apc 401k Ps Plan, reported by Imperial Valley Family Care Medical Group, Apc under EIN 33-0652678 and plan number 002. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009184633NAL0032146192001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Imperial Valley Family Care Medical Group, Apc
- EIN
- 33-0652678
- Plan number
- 002
- Location
- Imperial, CA
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,611,644
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,611,644
- Employer contributions
- $741,293
- Participant contributions
- $632,104
- Total income / additions
- $3,360,583
- Benefits paid
- $195,937
- Administrative expenses
- $31,263
- Total expenses
- $227,200
- Net increase / (decrease)
- $3,133,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri-Ad Actuaries, Inc. | NONE | $30,963 | $0 |