2023 Form 5500 filing — Vitalmd 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 20241014202135NAL0013820771001) for Vitalmd 401(K) Plan, reported by Vitalmd Group Holding. LLC under EIN 54-2129332 and plan number 001. It reports 2,851 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014202135NAL0013820771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vitalmd Group Holding. LLC
- EIN
- 54-2129332
- Plan number
- 001
- Location
- Miami, FL
- Participants
- 2,851
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $315,723,512
- Total liabilities (EOY)
- $28,987
- Net assets (EOY)
- $315,694,525
- Employer contributions
- $11,165,065
- Participant contributions
- $15,816,390
- Total income / additions
- $77,839,878
- Benefits paid
- $20,936,168
- Administrative expenses
- $283,432
- Total expenses
- $21,260,023
- Net increase / (decrease)
- $56,579,855
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $179,914 | $0 |
| Nfp Retirement, Inc. | NONE | $100,000 | not reported in the loaded dataset |