Pioneer Spine And Sports Physicians P.C. 401(K) Plan And Trust — Form 5500 plan (Pioneer Spine And Sports Physicians 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, Pioneer Spine And Sports Physicians P.C. 401(K) Plan And Trust is a benefit plan reported by Pioneer Spine And Sports Physicians P.C. under EIN 04-3034772 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $17,563,245 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pioneer Spine And Sports Physicians P.C.
- EIN
- 04-3034772
- Plan number
- 001
- Plan type
- 2
- Location
- West Springfield, MA
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $17,563,245
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241004101106NAL0022418626001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,563,245
- Net assets (EOY)
- $17,563,245
- Net assets (BOY)
- $15,360,356
Income & contributions
- Participant contributions
- $429,145
- Total contributions
- $437,954
- Total income / additions
- $3,198,792
Expenses & distributions
- Benefits paid
- $919,234
- Administrative expenses
- $76,669
- Total expenses
- $995,903
- Net increase / (decrease)
- $2,202,889
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | RECORDKEEPER | $64,099 | not reported in the loaded dataset | 2023 |
| Compass360, LLC | RECORDKEEPER | $19,204 | not reported in the loaded dataset | 2023 |