Virginia Cardiovascular Specialists, Pc 401(K) Profit Sharing Plan — Form 5500 plan (Virginia Cardiovascular Specialists, Pc)

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, Virginia Cardiovascular Specialists, Pc 401(K) Profit Sharing Plan is a benefit plan reported by Virginia Cardiovascular Specialists, Pc under EIN 54-1090122 and plan number 002. The latest loaded filing year is 2023. The filing reports 238 participants and $52,525,243 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Virginia Cardiovascular Specialists, Pc
EIN
54-1090122
Plan number
002
Plan type
2
Location
Richmond, VA
Latest filing year
2023
Participants
238
End-of-year plan assets
$52,525,243

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023238H, C20240829091303NAL0007499587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,525,243
Total liabilities (EOY)
$0
Net assets (EOY)
$52,525,243
Net assets (BOY)
$45,353,865

Income & contributions

Employer contributions
$1,809,848
Participant contributions
$1,378,921
Total contributions
$3,188,769
Total income / additions
$11,701,455

Expenses & distributions

Benefits paid
$4,426,650
Administrative expenses
$96,257
Total expenses
$4,530,077
Net increase / (decrease)
$7,171,378

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors LLCINVESTMENT ADVISOR$92,732not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$3,525$02023

Related Form 5500 pages