Winchester Cardiology And Vascular Medicine, P. C. 401(K) Profit Sharing Plan — Form 5500 plan (Winchester Cardiology & Vascular Medicine, 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, Winchester Cardiology And Vascular Medicine, P. C. 401(K) Profit Sharing Plan is a benefit plan reported by Winchester Cardiology & Vascular Medicine, P.C. under EIN 26-2446878 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $21,420,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winchester Cardiology & Vascular Medicine, P.C.
- EIN
- 26-2446878
- Plan number
- 001
- Plan type
- 2
- Location
- Winchester, VA
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $21,420,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241231100648NAL0035254418001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,420,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,420,089
- Net assets (BOY)
- $17,370,590
Income & contributions
- Employer contributions
- $721,745
- Participant contributions
- $778,411
- Total contributions
- $1,500,828
- Total income / additions
- $4,666,534
Expenses & distributions
- Benefits paid
- $520,858
- Administrative expenses
- $96,177
- Total expenses
- $617,035
- Net increase / (decrease)
- $4,049,499
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Buttonwood Wealth, LLC | SERVICE PROVIDER | $46,776 | not reported in the loaded dataset | 2023 |
| Fidelity Brokerage Services, LLC | SERVICE PROVIDER | $32,344 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | BROKER/ADVISOR | $0 | $17,250 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,916 | $0 | 2023 |
| Rbc Wealth Management | SERVICE PROVIDER | $7,493 | not reported in the loaded dataset | 2023 |
| The Benefit Practice | TPA | $1,550 | $4,524 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Winchester Cardiology & Vascular Medicine, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Winchester, VA
- Buttonwood Wealth, LLC — Schedule C compensation
- Fidelity Brokerage Services, LLC — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- The Benefit Practice — Schedule C compensation