Mid-Valley Pulmonary Medical Group, Inc. Profit Sharing Plan — Form 5500 plan (Mid-Valley Pulmonary Medical Group, 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, Mid-Valley Pulmonary Medical Group, Inc. Profit Sharing Plan is a benefit plan reported by Mid-Valley Pulmonary Medical Group, Inc. under EIN 95-3273142 and plan number 003. The latest loaded filing year is 2023. The filing reports 33 participants and $9,149,338 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mid-Valley Pulmonary Medical Group, Inc.
EIN
95-3273142
Plan number
003
Plan type
2
Location
Sherman Oaks, CA
Latest filing year
2023
Participants
33
End-of-year plan assets
$9,149,338

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202333I20240918015053NAL0003695937001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$9,149,338
Total liabilities (EOY)
$0
Net assets (EOY)
$9,149,338
Net assets (BOY)
$8,019,034

Income & contributions

Employer contributions
$320,776
Total income / additions
$1,345,132

Expenses & distributions

Benefits paid
$144,600
Administrative expenses
$70,228
Total expenses
$214,828
Net increase / (decrease)
$1,130,304

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages