Progressive Physician Associates, Inc. Retirement Savings Plan — Form 5500 plan (Progressive Physician Associates, Inc.)

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, Progressive Physician Associates, Inc. Retirement Savings Plan is a benefit plan reported by Progressive Physician Associates, Inc. under EIN 23-2701565 and plan number 004. The latest loaded filing year is 2023. The filing reports 131 participants and $88,559,558 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Progressive Physician Associates, Inc.
EIN
23-2701565
Plan number
004
Plan type
2
Location
Bethlehem, PA
Latest filing year
2023
Participants
131
End-of-year plan assets
$88,559,558

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20240730141501NAL0020885329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$88,559,558
Total liabilities (EOY)
$0
Net assets (EOY)
$88,559,558
Net assets (BOY)
$68,397,516

Income & contributions

Employer contributions
$4,451,302
Participant contributions
$2,754,437
Total contributions
$7,281,260
Total income / additions
$21,394,584

Expenses & distributions

Benefits paid
$1,207,597
Administrative expenses
$24,945
Total expenses
$1,232,542
Net increase / (decrease)
$20,162,042

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$18,358not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$53,894$02023

Related Form 5500 pages