Original filing (PDF)20240723124256NAL0024382594001

HEALTH FIRST PRIVIA MEDICAL GROUP, LLC

Name: HEALTH FIRST PRIVIA MEDICAL GROUP, LLC — PRIVIA MEDICAL GROUP 401(K) PLAN, Form 5500 (2023)
Creator: HEALTH FIRST PRIVIA MEDICAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

PRIVIA MEDICAL GROUP 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

486

Accounts w/ balance

495

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTH FIRST PRIVIA MEDICAL GROUP, LLC.

Plan sponsor

Name

HEALTH FIRST PRIVIA MEDICAL GROUP, LLC

EIN

32-0602652

Address

3550 N. HARBOUR CITY BLVD. · MELBOURNE, FL · 32935

Phone

(321) 434-3629

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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