2023 Form 5500 filing — Rgv Adult & Internal Medicine Specialists, Pa 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 20241016131148NAL0051270576001) for Rgv Adult & Internal Medicine Specialists, Pa 401(K) Profit Sharing Plan, reported by Rgv Adult & Internal Medicine Specialists, Pa under EIN 47-0874059 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016131148NAL0051270576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rgv Adult & Internal Medicine Specialists, Pa
- EIN
- 47-0874059
- Plan number
- 001
- Location
- Weslaco, TX
- Participants
- 152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $170,458
- Participant contributions
- $222,860
- Total income / additions
- $1,051,067
- Benefits paid
- $8,038,954
- Administrative expenses
- $0
- Total expenses
- $8,038,954
- Net increase / (decrease)
- -$6,987,887
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meridian Wealth Advisors LLC | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |