Selma Medical Assoc Inc 401k Profit Sharing Plan — Form 5500 plan (Selma Medical Associates, 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, Selma Medical Assoc Inc 401k Profit Sharing Plan is a benefit plan reported by Selma Medical Associates, Inc. under EIN 54-1003042 and plan number 002. The latest loaded filing year is 2023. The filing reports 122 participants and $19,550,770 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Selma Medical Associates, Inc.
- EIN
- 54-1003042
- Plan number
- 002
- Plan type
- 2
- Location
- Winchester, VA
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $19,550,770
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20250116130835NAL0046881682001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,550,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,550,770
- Net assets (BOY)
- $17,913,568
Income & contributions
- Employer contributions
- $303,537
- Participant contributions
- $540,726
- Total contributions
- $844,263
- Total income / additions
- $4,036,509
Expenses & distributions
- Benefits paid
- $2,338,019
- Administrative expenses
- $61,288
- Total expenses
- $2,399,307
- Net increase / (decrease)
- $1,637,202
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Capital Financial | RIA, RI, IA | $37,552 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | RECORDKEEPER | $11,675 | not reported in the loaded dataset | 2023 |
| Tiger'S Eye Benefits Consulting | THIRD PARTY ADMINISTRATO | $9,715 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Selma Medical Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Winchester, VA
- United Capital Financial — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Tiger'S Eye Benefits Consulting — Schedule C compensation