2023 Form 5500 filing — Progressive Physician Associates, Inc. Retirement Savings 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 20240730141501NAL0020885329001) for Progressive Physician Associates, Inc. Retirement Savings Plan, reported by Progressive Physician Associates, Inc. under EIN 23-2701565 and plan number 004. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730141501NAL0020885329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Progressive Physician Associates, Inc.
- EIN
- 23-2701565
- Plan number
- 004
- Location
- Bethlehem, PA
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,559,558
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,559,558
- Employer contributions
- $4,451,302
- Participant contributions
- $2,754,437
- Total income / additions
- $21,394,584
- Benefits paid
- $1,207,597
- Administrative expenses
- $24,945
- Total expenses
- $1,232,542
- Net increase / (decrease)
- $20,162,042
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $18,358 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$53,894 | $0 |