Southern Connecticut Vascular Center 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Southern Connecticut Vascular Center, LLC)
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, Southern Connecticut Vascular Center 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Southern Connecticut Vascular Center, LLC under EIN 06-1615623 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $23,187,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Connecticut Vascular Center, LLC
- EIN
- 06-1615623
- Plan number
- 001
- Plan type
- 2
- Location
- Stratford, CT
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $23,187,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20241015135811NAL0016547171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,187,359
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,187,359
- Net assets (BOY)
- $17,602,197
Income & contributions
- Employer contributions
- $753,826
- Participant contributions
- $1,560,769
- Total contributions
- $3,120,720
- Total income / additions
- $6,391,530
Expenses & distributions
- Benefits paid
- $695,128
- Administrative expenses
- $111,240
- Total expenses
- $806,368
- Net increase / (decrease)
- $5,585,162
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | N/A | $41,686 | $0 | 2023 |
| Intac Actuarial Services | N/A | $2,025 | $11,697 | 2023 |
| Fidelity Investments Institutional | N/A | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Connecticut Vascular Center, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Stratford, CT
- Empower Annuity Insurance Company — Schedule C compensation
- Intac Actuarial Services — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation