2023 Form 5500 filing — Pulmonary & Sleep Medicine Associates 401k Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240222130005NAL0004891984001) for Pulmonary & Sleep Medicine Associates 401k Profit Sharing Plan, reported by Pulmonary & Sleep Medicine Associates Llp under EIN 58-1680594 and plan number 001. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.8MReported net assets$9,806,567
Participants36
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240222130005NAL0004891984001
Plan sponsor
Pulmonary & Sleep Medicine Associates Llp
EIN
58-1680594
Plan number
001
Location
Stockbridge, GA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.8M total assets
Net assets$9.8MLiabilities
Money in vs. money out
Total income / additions$1.7M
Total expenses$460.7K
Benefits paid / distributions$460.7K
Contributions
Employer$57.8K
Participant$109.9K
Full reported line items
Total assets (EOY)
$9,806,567
Net assets (EOY)
$9,806,567
Employer contributions
$57,849
Participant contributions
$109,888
Total income / additions
$1,702,697
Benefits paid
$460,729
Total expenses
$460,729
Net increase / (decrease)
$1,241,968

Related Form 5500 pages