2023 Form 5500 filing — Washington Physician Group 401(K) Retirement Savings 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 20250415180357NAL0001624259001) for Washington Physician Group 401(K) Retirement Savings Plan, reported by Washington Physician Service Organization under EIN 25-1780139 and plan number 001. It reports 437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415180357NAL0001624259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Washington Physician Service Organization
- EIN
- 25-1780139
- Plan number
- 001
- Location
- Washington, PA
- Participants
- 437
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,039,683
- Net assets (EOY)
- $34,039,683
- Employer contributions
- $781,880
- Participant contributions
- $1,614,153
- Total income / additions
- $7,265,164
- Benefits paid
- $1,625,729
- Administrative expenses
- $47,964
- Total expenses
- $1,673,944
- Net increase / (decrease)
- $5,591,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $47,964 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |