Professional Emergency Physicians, P.C. Profit Sharing Plan And Trust — Form 5500 plan (Professional Emergency 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, Professional Emergency Physicians, P.C. Profit Sharing Plan And Trust is a benefit plan reported by Professional Emergency Physicians, P.C. under EIN 35-1183940 and plan number 002. The latest loaded filing year is 2023. The filing reports 123 participants and $56,265,740 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Professional Emergency Physicians, P.C.
- EIN
- 35-1183940
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 123
- End-of-year plan assets
- $56,265,740
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20241015102237NAL0029241153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,265,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,265,740
- Net assets (BOY)
- $44,471,141
Income & contributions
- Employer contributions
- $2,057,755
- Participant contributions
- $1,804,038
- Total contributions
- $3,902,591
- Total income / additions
- $12,089,735
Expenses & distributions
- Benefits paid
- $218,802
- Administrative expenses
- $72,873
- Total expenses
- $295,136
- Net increase / (decrease)
- $11,794,599
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $70,757 | $0 | 2023 |
| Pettinga Financial Advisors, LLC | SERVICE PROVIDER | $0 | $40,113 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $2,116 | $8,178 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Professional Emergency Physicians, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fort Wayne, IN
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Pettinga Financial Advisors, LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation