Blanchard Valley Medical Assc Inc 401(K) Profit Sharing Plan — Form 5500 plan (Blanchard Valley Medical Assc 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, Blanchard Valley Medical Assc Inc 401(K) Profit Sharing Plan is a benefit plan reported by Blanchard Valley Medical Assc Inc under EIN 34-1148970 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $36,090,667 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blanchard Valley Medical Assc Inc
- EIN
- 34-1148970
- Plan number
- 001
- Plan type
- 2
- Location
- Findlay, OH
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $36,090,667
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20241004102012NAL0011299681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,090,667
- Total liabilities (EOY)
- $20,581
- Net assets (EOY)
- $36,070,086
- Net assets (BOY)
- $33,640,395
Income & contributions
- Employer contributions
- $483,084
- Participant contributions
- $572,019
- Total contributions
- $1,074,476
- Total income / additions
- $6,123,369
Expenses & distributions
- Benefits paid
- $3,461,129
- Administrative expenses
- $232,549
- Total expenses
- $3,693,678
- Net increase / (decrease)
- $2,429,691
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fifth Third Bank Retirement Service | CUSTODIAN | $70,927 | $0 | 2023 |
| Northwestern Mutual | INVESTMENT ADVISOR | $48,925 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | BROKER | $34,702 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORD KEEPER | $32,838 | $0 | 2023 |
| Legacy Financial Advisors, Inc. | INVESTMENT ADVISOR | $22,109 | $0 | 2023 |
| Infresh, Inc. | INVESTMENT ADVISOR | $11,343 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blanchard Valley Medical Assc Inc
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Findlay, OH
- Fifth Third Bank Retirement Service — Schedule C compensation
- Northwestern Mutual — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Legacy Financial Advisors, Inc. — Schedule C compensation
- Infresh, Inc. — Schedule C compensation