Preferred Primary Care Physicians, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Preferred Primary Care Physicians, 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, Preferred Primary Care Physicians, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Preferred Primary Care Physicians, Inc. under EIN 25-1742085 and plan number 001. The latest loaded filing year is 2023. The filing reports 431 participants and $76,404,505 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Preferred Primary Care Physicians, Inc.
- EIN
- 25-1742085
- Plan number
- 001
- Plan type
- 2
- Location
- Canonsburg, PA
- Latest filing year
- 2023
- Participants
- 431
- End-of-year plan assets
- $76,404,505
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 431 | H, C | 20241014084918NAL0014662579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,404,505
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,404,505
- Net assets (BOY)
- $63,648,788
Income & contributions
- Employer contributions
- $2,581,223
- Participant contributions
- $2,152,219
- Total contributions
- $5,130,342
- Total income / additions
- $16,082,749
Expenses & distributions
- Benefits paid
- $3,248,971
- Administrative expenses
- $76,720
- Total expenses
- $3,327,032
- Net increase / (decrease)
- $12,755,717
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W Baird & Co Incorporated | INVESTMENT ADVISOR | $54,537 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $20,109 | $0 | 2023 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $681 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Preferred Primary Care Physicians, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Canonsburg, PA
- Robert W Baird & Co Incorporated — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Capital Group Retirement Plan Serv — Schedule C compensation