Temecula Valley Cardiology Medical Group, Inc. 401(K) Plan — Form 5500 plan (Temecula Valley Cardiology Medical Group, Inc.)
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, Temecula Valley Cardiology Medical Group, Inc. 401(K) Plan is a benefit plan reported by Temecula Valley Cardiology Medical Group, Inc. under EIN 33-0722875 and plan number 001. The latest loaded filing year is 2023. The filing reports 32 participants and $3,069,372 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Temecula Valley Cardiology Medical Group, Inc.
- EIN
- 33-0722875
- Plan number
- 001
- Plan type
- 2
- Location
- Murrieta, CA
- Latest filing year
- 2023
- Participants
- 32
- End-of-year plan assets
- $3,069,372
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32 | I | 20240829115808NAL0013498513001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,069,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,069,372
- Net assets (BOY)
- $2,889,283
Income & contributions
- Employer contributions
- $314,698
- Participant contributions
- $222,878
- Total income / additions
- $1,029,067
Expenses & distributions
- Benefits paid
- $845,138
- Administrative expenses
- $3,840
- Total expenses
- $848,978
- Net increase / (decrease)
- $180,089
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.