Tidewater Physicians Multispecialty Group, P.C. 401(K) Plan — Form 5500 plan (Tidewater Physicians Multispecialty Group, 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, Tidewater Physicians Multispecialty Group, P.C. 401(K) Plan is a benefit plan reported by Tidewater Physicians Multispecialty Group, P.C. under EIN 54-1634477 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,365 participants and $146,287,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tidewater Physicians Multispecialty Group, P.C.
- EIN
- 54-1634477
- Plan number
- 002
- Plan type
- 2
- Location
- Newport News, VA
- Latest filing year
- 2023
- Participants
- 1,365
- End-of-year plan assets
- $146,287,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,365 | H, C | 20241015081230NAL0015972371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $146,287,922
- Net assets (EOY)
- $146,287,922
- Net assets (BOY)
- $119,449,478
Income & contributions
- Employer contributions
- $5,367,872
- Participant contributions
- $6,825,556
- Total contributions
- $12,435,336
- Total income / additions
- $34,135,198
Expenses & distributions
- Benefits paid
- $7,112,061
- Administrative expenses
- $184,693
- Total expenses
- $7,296,754
- Net increase / (decrease)
- $26,838,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $77,173 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners,LLC | NONE | $67,403 | not reported in the loaded dataset | 2023 |
| Beacon Pointe Advisors LLC | NONE | $13,794 | not reported in the loaded dataset | 2023 |
| 49 Wealth Management LLC | NONE | $9,626 | not reported in the loaded dataset | 2023 |
| Bleakley Financial Group LLC | NONE | $6,624 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | NONE | $5,004 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,074 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tidewater Physicians Multispecialty Group, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Newport News, VA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Capfinancial Partners,LLC — Schedule C compensation
- Beacon Pointe Advisors LLC — Schedule C compensation
- 49 Wealth Management LLC — Schedule C compensation
- Bleakley Financial Group LLC — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation