Margiotti & Kroll Pediatrics, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Margiotti & Kroll Pediatrics, 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, Margiotti & Kroll Pediatrics, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Margiotti & Kroll Pediatrics, P.C. under EIN 23-3045289 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $7,743,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Margiotti & Kroll Pediatrics, P.C.
- EIN
- 23-3045289
- Plan number
- 001
- Plan type
- 2
- Location
- Trevose, PA
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $7,743,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H | 20241015102709NAL0048832592001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,743,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,743,764
- Net assets (BOY)
- $6,442,996
Income & contributions
- Employer contributions
- $171,002
- Participant contributions
- $311,788
- Total contributions
- $482,790
- Total income / additions
- $1,499,596
Expenses & distributions
- Benefits paid
- $197,092
- Administrative expenses
- $1,736
- Total expenses
- $198,828
- Net increase / (decrease)
- $1,300,768
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.