2023 Form 5500 filing — Central Virginia Family Physicians, Inc. 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 20241014120835NAL0027229665001) for Central Virginia Family Physicians, Inc. 401 (K) Profit Sharing Plan And Trust, reported by Central Virginia Family Physicians, Inc. under EIN 54-1663754 and plan number 001. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120835NAL0027229665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Virginia Family Physicians, Inc.
- EIN
- 54-1663754
- Plan number
- 001
- Location
- Lynchburg, VA
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,258,182
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,258,182
- Total income / additions
- $3,048,599
- Benefits paid
- $8,005,172
- Administrative expenses
- $163,561
- Total expenses
- $8,168,733
- Net increase / (decrease)
- -$5,120,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Unified Trust Company | NONE | $75,796 | $0 |
| Mml Investor Services, Inc. | NONE | $43,768 | not reported in the loaded dataset |