2023 Form 5500 filing — Pediatric Affiliates, P.A. 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 20250513123648NAL0013378803001) for Pediatric Affiliates, P.A. 401(K) Plan, reported by Pediatric Affiliates, P.A. under EIN 22-1930628 and plan number 002. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250513123648NAL0013378803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pediatric Affiliates, P.A.
- EIN
- 22-1930628
- Plan number
- 002
- Location
- Toms River, NJ
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,853,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,853,875
- Employer contributions
- $308,460
- Participant contributions
- $309,087
- Total income / additions
- $3,033,639
- Benefits paid
- $1,715,506
- Administrative expenses
- $120,970
- Total expenses
- $1,836,476
- Net increase / (decrease)
- $1,197,163
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rtd Financial Advisors | INVESTMENT ADVISORY | $64,344 | not reported in the loaded dataset |
| Newport Retirement Services, Inc. | RECORDKEEPER | $47,508 | not reported in the loaded dataset |
| The Mandmarblestone Group LLC | TPA | $9,118 | not reported in the loaded dataset |