Plan5500

Trivalley Primary Care, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Trivalley Primary Care, 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, Trivalley Primary Care, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Trivalley Primary Care, P.C. under EIN 23-2794145 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $26,999,854 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trivalley Primary Care, P.C.
EIN
23-2794145
Plan number
001
Plan type
2
Location
Perkasie, PA
Latest filing year
2023
Participants
170
End-of-year plan assets
$26,999,854

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20241001142206NAL0003369363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,999,854
Total liabilities (EOY)
$0
Net assets (EOY)
$26,999,854
Net assets (BOY)
$24,109,042

Income & contributions

Employer contributions
$592,030
Participant contributions
$1,134,279
Total contributions
$1,728,286
Total income / additions
$6,999,320

Expenses & distributions

Benefits paid
$4,009,748
Administrative expenses
$98,760
Total expenses
$4,108,508
Net increase / (decrease)
$2,890,812

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Girard Partners LtdRIA$52,786not reported in the loaded dataset2023
John HancockRECORDKEEPER$1,797$02023

Related Form 5500 pages