Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan — Form 5500 plan (Cedar Valley Medical Specialists, 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, Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings Plan is a benefit plan reported by Cedar Valley Medical Specialists, P.C. under EIN 42-1417307 and plan number 001. The latest loaded filing year is 2023. The filing reports 567 participants and $99,039,394 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cedar Valley Medical Specialists, P.C.
EIN
42-1417307
Plan number
001
Plan type
2
Location
Waterloo, IA
Latest filing year
2023
Participants
567
End-of-year plan assets
$99,039,394

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023567H, C20241011102641NAL0036653776001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$99,039,394
Total liabilities (EOY)
$0
Net assets (EOY)
$99,039,394
Net assets (BOY)
$93,014,695

Income & contributions

Employer contributions
$3,041,429
Participant contributions
$2,637,059
Total contributions
$6,770,878
Total income / additions
$21,714,791

Expenses & distributions

Benefits paid
$15,650,522
Administrative expenses
$39,570
Total expenses
$15,690,092
Net increase / (decrease)
$6,024,699

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisors LLCADVISOR$39,993not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$2,304$02023

Related Form 5500 pages