Peripheral Vascular Associates 401(K) Plan — Form 5500 plan (Peripheral Vascular Associates)

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, Peripheral Vascular Associates 401(K) Plan is a benefit plan reported by Peripheral Vascular Associates under EIN 74-1833341 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $28,636,347 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peripheral Vascular Associates
EIN
74-1833341
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
283
End-of-year plan assets
$28,636,347

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023283H, C20241015161338NAL0030301937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,636,347
Total liabilities (EOY)
$0
Net assets (EOY)
$28,636,347
Net assets (BOY)
$32,138,669

Income & contributions

Employer contributions
$803,305
Participant contributions
$944,274
Total contributions
$1,762,599
Total income / additions
$7,081,028

Expenses & distributions

Benefits paid
$10,302,725
Administrative expenses
$218,141
Total expenses
$10,583,350
Net increase / (decrease)
-$3,502,322

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement, Inc.REG. INVESTMENT ADVISOR$29,728not reported in the loaded dataset2023
John Hancock Life Ins. Co.RECORDKEEPER$4,130not reported in the loaded dataset2023

Related Form 5500 pages