Princeton Radiology Associates, Pa 401(K) Profit Sharing Plan — Form 5500 plan (Princeton Radiology Associates, P.A)

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, Princeton Radiology Associates, Pa 401(K) Profit Sharing Plan is a benefit plan reported by Princeton Radiology Associates, P.A under EIN 22-1977626 and plan number 002. The latest loaded filing year is 2023. The filing reports 401 participants and $110,581,853 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Princeton Radiology Associates, P.A
EIN
22-1977626
Plan number
002
Plan type
2
Location
Princeton, NJ
Latest filing year
2023
Participants
401
End-of-year plan assets
$110,581,853

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023401H, C20241015165032NAL0030402081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$110,581,853
Total liabilities (EOY)
$41,374
Net assets (EOY)
$110,540,479
Net assets (BOY)
$97,391,082

Income & contributions

Employer contributions
$2,639,906
Participant contributions
$2,257,608
Total contributions
$4,969,170
Total income / additions
$20,887,544

Expenses & distributions

Benefits paid
$7,623,667
Administrative expenses
$114,480
Total expenses
$7,738,147
Net increase / (decrease)
$13,149,397

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Curi Wealth Management, LLCINVESTMENT ADVISOR$53,642not reported in the loaded dataset2023
Web401k.Com, Inc.RECORD KEEPER$49,648not reported in the loaded dataset2023
Logan Capital ManagementINVESTMENT ADVISOR$14,031not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAN$11,126not reported in the loaded dataset2023
Condor Capital ManagmentINVESTMENT ADVISOR$5,664not reported in the loaded dataset2023

Related Form 5500 pages