2023 Form 5500 filing — Pioneer Valley Cardiology, Pc 401(K) 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 20241014140911NAL0027516001001) for Pioneer Valley Cardiology, Pc 401(K) Plan, reported by Pioneer Valley Cardiology, P.C. under EIN 04-2505412 and plan number 003. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$20.4MReported net assets$20,379,667
Participants130
Provider compensation$40.3K4 Schedule C row(s)$40,301
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014140911NAL0027516001001
- Plan sponsor
- Pioneer Valley Cardiology, P.C.
- EIN
- 04-2505412
- Plan number
- 003
- Location
- Springfield, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$20.4M total assets
Net assets$20.4MLiabilities—
Full reported line items
- Total assets (EOY)
- $20,379,667
- Net assets (EOY)
- $20,379,667
- Employer contributions
- $765,846
- Participant contributions
- $671,048
- Total income / additions
- $4,282,615
- Benefits paid
- $2,826,724
- Administrative expenses
- $63,911
- Total expenses
- $2,890,635
- Net increase / (decrease)
- $1,391,980
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $16,254 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,757 | $0 |
| Jim Hallinan Pension Consulting LLC | CONTRACT ADMINISTRATOR | $7,060 | $4,230 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |