Vance Family Medicine, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Vance Family Medicine, P.A.)
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, Vance Family Medicine, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Vance Family Medicine, P.A. under EIN 56-1892600 and plan number 001. The latest loaded filing year is 2023. The filing reports 70 participants and $7,633,744 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vance Family Medicine, P.A.
- EIN
- 56-1892600
- Plan number
- 001
- Plan type
- 2
- Location
- Henderson, NC
- Latest filing year
- 2023
- Participants
- 70
- End-of-year plan assets
- $7,633,744
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 70 | I | 20240809130622NAL0003297027001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,633,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,633,744
- Net assets (BOY)
- $6,113,976
Income & contributions
- Employer contributions
- $135,679
- Participant contributions
- $263,760
- Total income / additions
- $1,592,312
Expenses & distributions
- Benefits paid
- $31,130
- Administrative expenses
- $41,414
- Total expenses
- $72,544
- Net increase / (decrease)
- $1,519,768
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.