Plan5500

Commonwealth Primary Care, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Commonwealth Primary Care, 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, Commonwealth Primary Care, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Commonwealth Primary Care, Inc. under EIN 54-0965697 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $38,677,622 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Commonwealth Primary Care, Inc.
EIN
54-0965697
Plan number
001
Plan type
2
Location
Richmond, VA
Latest filing year
2023
Participants
260
End-of-year plan assets
$38,677,622

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20241011124100NAL0038745888001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,677,622
Total liabilities (EOY)
$0
Net assets (EOY)
$38,677,622
Net assets (BOY)
$33,280,456

Income & contributions

Employer contributions
$1,428,404
Participant contributions
$1,176,642
Total contributions
$3,070,285
Total income / additions
$7,930,258

Expenses & distributions

Benefits paid
$2,400,252
Administrative expenses
$132,840
Total expenses
$2,533,092
Net increase / (decrease)
$5,397,166

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo AdvisorsNONE$99,495not reported in the loaded dataset2023
Ascensus, Inc.NONE$25,651$02023
Employee Benefits ServicesNONE$5,640not reported in the loaded dataset2023

Related Form 5500 pages