2023 Form 5500 filing — Raleigh Pediatric Associates, P.A. Retirement 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 20240725091115NAL0029849058001) for Raleigh Pediatric Associates, P.A. Retirement Plan, reported by Raleigh Pediatric Associates, P.A. under EIN 56-2132604 and plan number 001. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725091115NAL0029849058001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Raleigh Pediatric Associates, P.A.
- EIN
- 56-2132604
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,830,391
- Net assets (EOY)
- $19,830,391
- Employer contributions
- $736,698
- Participant contributions
- $590,525
- Total income / additions
- $3,884,091
- Benefits paid
- $191,749
- Administrative expenses
- $62,154
- Total expenses
- $254,957
- Net increase / (decrease)
- $3,629,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Irongate Partners, Inc. | INVESTMENT ADVISOR | $40,687 | not reported in the loaded dataset |
| Mvp Plan Administrators, Inc | RECORDKEEPER | $18,806 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $2,661 | $0 |