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, Southview Medical Group, P. C. 401(K) Plan is a benefit plan reported by Southview Medical Group, P.C. under EIN 63-1185612 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $50,319,233 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,319,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,319,233
- Net assets (BOY)
- $41,048,865
Income & contributions
- Employer contributions
- $1,914,927
- Participant contributions
- $1,162,021
- Total contributions
- $3,076,948
- Total income / additions
- $10,759,108
Expenses & distributions
- Benefits paid
- $1,419,411
- Administrative expenses
- $69,329
- Total expenses
- $1,488,740
- Net increase / (decrease)
- $9,270,368