Pediatrics West, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Pediatrics West, P.C.)

Plain-English plan 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, Pediatrics West, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Pediatrics West, P.C. under EIN 04-2623388 and plan number 002. The latest loaded filing year is 2023. The filing reports 184 participants and $11,880,769 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pediatrics West, P.C.
EIN
04-2623388
Plan number
002
Plan type
2
Location
Westford, MA
Latest filing year
2023
Participants
184
End-of-year plan assets
$11,880,769

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20240927114201NAL0002221153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,880,769
Total liabilities (EOY)
$0
Net assets (EOY)
$11,880,769
Net assets (BOY)
$9,952,271

Income & contributions

Employer contributions
$309,953
Participant contributions
$638,816
Total contributions
$948,769
Total income / additions
$2,754,330

Expenses & distributions

Benefits paid
$823,465
Administrative expenses
$1,204
Total expenses
$825,832
Net increase / (decrease)
$1,928,498

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,219$02023

Related Form 5500 pages