2023 Form 5500 filing — Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings 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 20241011102641NAL0036653776001) for Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan, reported by Cedar Valley Medical Specialists, P.C. under EIN 42-1417307 and plan number 001. It reports 567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011102641NAL0036653776001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cedar Valley Medical Specialists, P.C.
- EIN
- 42-1417307
- Plan number
- 001
- Location
- Waterloo, IA
- Participants
- 567
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,039,394
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,039,394
- Employer contributions
- $3,041,429
- Participant contributions
- $2,637,059
- Total income / additions
- $21,714,791
- Benefits paid
- $15,650,522
- Administrative expenses
- $39,570
- Total expenses
- $15,690,092
- Net increase / (decrease)
- $6,024,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisors LLC | ADVISOR | $39,993 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $2,304 | $0 |