Pioneer Valley Cardiology, Pc 401(K) Plan — Form 5500 plan (Pioneer Valley Cardiology, P.C.)
Plain-English plan 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, Pioneer Valley Cardiology, Pc 401(K) Plan is a benefit plan reported by Pioneer Valley Cardiology, P.C. under EIN 04-2505412 and plan number 003. The latest loaded filing year is 2023. The filing reports 130 participants and $20,379,667 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pioneer Valley Cardiology, P.C.
- EIN
- 04-2505412
- Plan number
- 003
- Plan type
- 2
- Location
- Springfield, MA
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $20,379,667
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20241014140911NAL0027516001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,379,667
- Net assets (EOY)
- $20,379,667
- Net assets (BOY)
- $18,987,687
Income & contributions
- Employer contributions
- $765,846
- Participant contributions
- $671,048
- Total contributions
- $1,576,288
- Total income / additions
- $4,282,615
Expenses & distributions
- Benefits paid
- $2,826,724
- Administrative expenses
- $63,911
- Total expenses
- $2,890,635
- Net increase / (decrease)
- $1,391,980
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $16,254 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,757 | $0 | 2023 |
| Jim Hallinan Pension Consulting LLC | CONTRACT ADMINISTRATOR | $7,060 | $4,230 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pioneer Valley Cardiology, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Springfield, MA
- Northwestern Mutual Investment Serv — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Jim Hallinan Pension Consulting LLC — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation