Plan5500

Rgv Adult & Internal Medicine Specialists, Pa 401(K) Profit Sharing Plan — Form 5500 plan (Rgv Adult & Internal Medicine Specialists, Pa)

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, Rgv Adult & Internal Medicine Specialists, Pa 401(K) Profit Sharing Plan is a benefit plan reported by Rgv Adult & Internal Medicine Specialists, Pa under EIN 47-0874059 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rgv Adult & Internal Medicine Specialists, Pa
EIN
47-0874059
Plan number
001
Plan type
2
Location
Weslaco, TX
Latest filing year
2023
Participants
152
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20241016131148NAL0051270576001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$6,987,887

Income & contributions

Employer contributions
$170,458
Participant contributions
$222,860
Total contributions
$429,895
Total income / additions
$1,051,067

Expenses & distributions

Benefits paid
$8,038,954
Administrative expenses
$0
Total expenses
$8,038,954
Net increase / (decrease)
-$6,987,887

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Meridian Wealth Advisors LLCINVESTMENT ADVISOR$0not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages