Vep Healthcare, Inc. 401(K) & Profit Sharing Plan — Form 5500 plan (Vep Healthcare, Inc.)

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, Vep Healthcare, Inc. 401(K) & Profit Sharing Plan is a benefit plan reported by Vep Healthcare, Inc. under EIN 94-2437974 and plan number 003. The latest loaded filing year is 2023. The filing reports 227 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vep Healthcare, Inc.
EIN
94-2437974
Plan number
003
Plan type
2
Location
Concord, CA
Latest filing year
2023
Participants
227
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20240917115343NAL0006531634001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$25,765,747

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$3,799,646

Expenses & distributions

Benefits paid
$29,485,021
Administrative expenses
$80,372
Total expenses
$29,565,393
Net increase / (decrease)
-$25,765,747

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Meaden & Moore LtdACCOUNTANT/AUDITOR$30,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$28,737$02023
Pensionmark Financial Group LLCADVISOR$17,662not reported in the loaded dataset2023
Sageview Advisory Group, LLCCONSULTANT$10,868not reported in the loaded dataset2023

Related Form 5500 pages