2023 Form 5500 filing — Pioneer Spine And Sports Physicians P.C. 401(K) Plan And Trust
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 20241004101106NAL0022418626001) for Pioneer Spine And Sports Physicians P.C. 401(K) Plan And Trust, reported by Pioneer Spine And Sports Physicians P.C. under EIN 04-3034772 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004101106NAL0022418626001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pioneer Spine And Sports Physicians P.C.
- EIN
- 04-3034772
- Plan number
- 001
- Location
- West Springfield, MA
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,563,245
- Net assets (EOY)
- $17,563,245
- Participant contributions
- $429,145
- Total income / additions
- $3,198,792
- Benefits paid
- $919,234
- Administrative expenses
- $76,669
- Total expenses
- $995,903
- Net increase / (decrease)
- $2,202,889
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | RECORDKEEPER | $64,099 | not reported in the loaded dataset |
| Compass360, LLC | RECORDKEEPER | $19,204 | not reported in the loaded dataset |