2023 Form 5500 filing — Loudoun Medical Group Retirement 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 20241015093522NAL0014323251001) for Loudoun Medical Group Retirement Plan, reported by Loudon Medical Group, P.C. under EIN 54-1988843 and plan number 001. It reports 1,753 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093522NAL0014323251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Loudon Medical Group, P.C.
- EIN
- 54-1988843
- Plan number
- 001
- Location
- Leesburg, VA
- Participants
- 1,753
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $169,645,352
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $169,645,352
- Employer contributions
- $6,215,541
- Participant contributions
- $8,011,816
- Total income / additions
- $39,860,622
- Benefits paid
- $6,805,077
- Administrative expenses
- $326,697
- Total expenses
- $7,131,774
- Net increase / (decrease)
- $32,728,848
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $222,078 | $0 |
| Kestra Advisory Services LLC | NONE | $70,000 | not reported in the loaded dataset |
| Cherry Bekaert Llp | NONE | $43,308 | not reported in the loaded dataset |