Virginia Family Dentistry 401(K)/Profit Sharing Plan And Trust — Form 5500 plan (Virginia Family Dentistry, 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, Virginia Family Dentistry 401(K)/Profit Sharing Plan And Trust is a benefit plan reported by Virginia Family Dentistry, P.C. under EIN 54-1186353 and plan number 005. The latest loaded filing year is 2023. The filing reports 500 participants and $99,477,644 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Virginia Family Dentistry, P.C.
- EIN
- 54-1186353
- Plan number
- 005
- Plan type
- 2
- Location
- Midlothian, VA
- Latest filing year
- 2023
- Participants
- 500
- End-of-year plan assets
- $99,477,644
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 500 | H, C | 20241010112807NAL0039871986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,477,644
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,477,644
- Net assets (BOY)
- $84,836,139
Income & contributions
- Employer contributions
- $2,812,204
- Participant contributions
- $2,278,235
- Total contributions
- $5,278,448
- Total income / additions
- $21,821,120
Expenses & distributions
- Benefits paid
- $7,083,228
- Administrative expenses
- $96,387
- Total expenses
- $7,179,615
- Net increase / (decrease)
- $14,641,505
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acg Advisory Services | INVESTMENT ADVISOR | $93,500 | not reported in the loaded dataset | 2023 |
| Capital Grp Retirement Plan Service | RECORDKEEPER | $5,165 | $0 | 2023 |
| Actuarial Consulting Group | CONTRACT ADMINISTRATOR | $1,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Virginia Family Dentistry, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Midlothian, VA
- Acg Advisory Services — Schedule C compensation
- Capital Grp Retirement Plan Service — Schedule C compensation
- Actuarial Consulting Group — Schedule C compensation