Valdosta Family Medicine Associates, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Valdosta Family Medicine Associates, 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, Valdosta Family Medicine Associates, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Valdosta Family Medicine Associates, P.C. under EIN 58-1844895 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $15,341,380 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valdosta Family Medicine Associates, P.C.
EIN
58-1844895
Plan number
001
Plan type
2
Location
Valdosta, GA
Latest filing year
2023
Participants
133
End-of-year plan assets
$15,341,380

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20240901111443NAL0008251955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,341,380
Total liabilities (EOY)
$0
Net assets (EOY)
$15,341,380
Net assets (BOY)
$14,738,950

Income & contributions

Employer contributions
$617,428
Participant contributions
$552,919
Total contributions
$1,201,360
Total income / additions
$2,821,907

Expenses & distributions

Benefits paid
$2,217,220
Administrative expenses
$2,257
Total expenses
$2,219,477
Net increase / (decrease)
$602,430

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$550$02023

Related Form 5500 pages