2023 Form 5500 filing — Pulmonary Associates, P.C. 401(K) 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 20240506122733NAL0040769842001) for Pulmonary Associates, P.C. 401(K) Profit Sharing Plan, reported by Pulmonary Associates, P.C. under EIN 38-2597466 and plan number 001. It reports 33 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240506122733NAL0040769842001
Filing year
2023
Form type
2
Plan sponsor
Pulmonary Associates, P.C.
EIN
38-2597466
Plan number
001
Location
Flint, MI
Participants
33
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,064,581
Total liabilities (EOY)
$0
Net assets (EOY)
$14,064,581
Employer contributions
$417,536
Participant contributions
$269,234
Total income / additions
$3,402,142
Benefits paid
$223,352
Administrative expenses
$200
Total expenses
$223,552
Net increase / (decrease)
$3,178,590
Schedule source
Schedule I

Related Form 5500 pages