2023 Form 5500 filing — Virginia Family Dentistry 401(K)/Profit Sharing Plan And Trust
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 20241010112807NAL0039871986001) for Virginia Family Dentistry 401(K)/Profit Sharing Plan And Trust, reported by Virginia Family Dentistry, P.C. under EIN 54-1186353 and plan number 005. It reports 500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010112807NAL0039871986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Virginia Family Dentistry, P.C.
- EIN
- 54-1186353
- Plan number
- 005
- Location
- Midlothian, VA
- Participants
- 500
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,477,644
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,477,644
- Employer contributions
- $2,812,204
- Participant contributions
- $2,278,235
- Total income / additions
- $21,821,120
- Benefits paid
- $7,083,228
- Administrative expenses
- $96,387
- Total expenses
- $7,179,615
- Net increase / (decrease)
- $14,641,505
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acg Advisory Services | INVESTMENT ADVISOR | $93,500 | not reported in the loaded dataset |
| Capital Grp Retirement Plan Service | RECORDKEEPER | $5,165 | $0 |
| Actuarial Consulting Group | CONTRACT ADMINISTRATOR | $1,800 | not reported in the loaded dataset |