2023 Form 5500 filing — Emergency Physicians Of Tidewater, Plc 401(K) & Profit Sharing 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 20241015150940NAL0030108145005) for Emergency Physicians Of Tidewater, Plc 401(K) & Profit Sharing Plan, reported by Emergency Physicians Of Tidewater, P.L.C. under EIN 54-1141362 and plan number 004. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150940NAL0030108145005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Emergency Physicians Of Tidewater, P.L.C.
- EIN
- 54-1141362
- Plan number
- 004
- Location
- Norfolk, VA
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,927,724
- Net assets (EOY)
- $118,927,724
- Employer contributions
- $4,121,467
- Participant contributions
- $2,548,639
- Total income / additions
- $26,112,089
- Benefits paid
- $6,272,895
- Administrative expenses
- $164,958
- Total expenses
- $6,456,878
- Net increase / (decrease)
- $19,655,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilbanks Smith & Thomas Asset | NONE | $63,727 | not reported in the loaded dataset |
| Financial Security Advisory, Inc. | NONE | $63,000 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $21,917 | $0 |
| Envestnet Asset Management Inc | NONE | $8,473 | not reported in the loaded dataset |
| Buckingham Strategic Partners | NONE | $7,841 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,212 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $0 |