2023 Form 5500 filing — Pulmonary Medical Consultants, P.A. Safe Harbor 401(K) 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 20240828020406NAL0011729921001) for Pulmonary Medical Consultants, P.A. Safe Harbor 401(K) Plan, reported by Pulmonary Medical Consultants, P.A. under EIN 76-0584009 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.7MReported net assets$2,723,593
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240828020406NAL0011729921001
Plan sponsor
Pulmonary Medical Consultants, P.A.
EIN
76-0584009
Plan number
001
Location
Tomball, TX
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)$2.7M total assets
Net assets$2.7MLiabilities$0
Money in vs. money out
Total income / additions$119.4K
Total expenses$35
Benefits paid / distributions$0
Contributions
Employer$63.2K
Participant$60K
Full reported line items
Total assets (EOY)
$2,723,593
Total liabilities (EOY)
$0
Net assets (EOY)
$2,723,593
Employer contributions
$63,154
Participant contributions
$60,000
Total income / additions
$119,388
Benefits paid
$0
Administrative expenses
$35
Total expenses
$35
Net increase / (decrease)
$119,353

Related Form 5500 pages