Plan5500

Loudoun Medical Group Retirement Plan — Form 5500 plan (Loudon Medical 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, Loudoun Medical Group Retirement Plan is a benefit plan reported by Loudon Medical Group, P.C. under EIN 54-1988843 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,753 participants and $169,645,352 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Loudon Medical Group, P.C.
EIN
54-1988843
Plan number
001
Plan type
2
Location
Leesburg, VA
Latest filing year
2023
Participants
1,753
End-of-year plan assets
$169,645,352

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,753H, C20241015093522NAL0014323251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$169,645,352
Total liabilities (EOY)
$0
Net assets (EOY)
$169,645,352
Net assets (BOY)
$136,916,504

Income & contributions

Employer contributions
$6,215,541
Participant contributions
$8,011,816
Total contributions
$15,189,756
Total income / additions
$39,860,622

Expenses & distributions

Benefits paid
$6,805,077
Administrative expenses
$326,697
Total expenses
$7,131,774
Net increase / (decrease)
$32,728,848

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$222,078$02023
Kestra Advisory Services LLCNONE$70,000not reported in the loaded dataset2023
Cherry Bekaert LlpNONE$43,308not reported in the loaded dataset2023

Related Form 5500 pages