Central Virginia Family Physicians, Inc. 401 (K) Profit Sharing Plan And Trust — Form 5500 plan (Central Virginia Family Physicians, 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, Central Virginia Family Physicians, Inc. 401 (K) Profit Sharing Plan And Trust is a benefit plan reported by Central Virginia Family Physicians, Inc. under EIN 54-1663754 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $25,258,182 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Central Virginia Family Physicians, Inc.
EIN
54-1663754
Plan number
001
Plan type
2
Location
Lynchburg, VA
Latest filing year
2023
Participants
232
End-of-year plan assets
$25,258,182

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20241014120835NAL0027229665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,258,182
Total liabilities (EOY)
$0
Net assets (EOY)
$25,258,182
Net assets (BOY)
$30,378,316

Income & contributions

Total contributions
$59,987
Total income / additions
$3,048,599

Expenses & distributions

Benefits paid
$8,005,172
Administrative expenses
$163,561
Total expenses
$8,168,733
Net increase / (decrease)
-$5,120,134

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Unified Trust CompanyNONE$75,796$02023
Mml Investor Services, Inc.NONE$43,768not reported in the loaded dataset2023

Related Form 5500 pages