Pulmonary Medicine Associates, S.C. Profit Sharing Plan And Trust — Form 5500 plan (Pulmonary Medicine Associates, S.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, Pulmonary Medicine Associates, S.C. Profit Sharing Plan And Trust is a benefit plan reported by Pulmonary Medicine Associates, S.C under EIN 36-3391284 and plan number 003. The latest loaded filing year is 2023. The filing reports 16 participants and $19,648,813 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pulmonary Medicine Associates, S.C
- EIN
- 36-3391284
- Plan number
- 003
- Plan type
- 2
- Location
- Libertyville, IL
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $19,648,813
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20250813160010NAL0020526882001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $19,648,813
- Net assets (EOY)
- $19,648,813
- Net assets (BOY)
- $13,420,777
Income & contributions
- Employer contributions
- $397,011
- Participant contributions
- $199,051
- Total income / additions
- $8,611,144
Expenses & distributions
- Benefits paid
- $2,375,332
- Total expenses
- $2,383,108
- Net increase / (decrease)
- $6,228,036
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.