2023 Form 5500 filing — Southdale Pediatric Associates, Ltd. 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 20241014100231NAL0044081296001) for Southdale Pediatric Associates, Ltd. 401(K) Plan, reported by Southdale Pediatric Associates, Ltd. under EIN 41-0962307 and plan number 002. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100231NAL0044081296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southdale Pediatric Associates, Ltd.
- EIN
- 41-0962307
- Plan number
- 002
- Location
- Edina, MN
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,531,663
- Total liabilities (EOY)
- $999
- Net assets (EOY)
- $63,530,664
- Employer contributions
- $2,026,617
- Participant contributions
- $1,405,971
- Total income / additions
- $12,811,360
- Benefits paid
- $6,219,125
- Administrative expenses
- $138,441
- Total expenses
- $6,357,566
- Net increase / (decrease)
- $6,453,794
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets LLC | BROKER | $0 | $76,435 |
| Boyum Barenscheer Cpa | ACCOUNTANT AND AUDITOR | $15,500 | $0 |
| Tax Sheltered Compensation | THIRD PARTY ADMINISTRATO | $11,000 | $0 |