Pulmonary Associates, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Pulmonary Associates, 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, Pulmonary Associates, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Pulmonary Associates, P.C. under EIN 38-2597466 and plan number 001. The latest loaded filing year is 2023. The filing reports 33 participants and $14,064,581 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pulmonary Associates, P.C.
EIN
38-2597466
Plan number
001
Plan type
2
Location
Flint, MI
Latest filing year
2023
Participants
33
End-of-year plan assets
$14,064,581

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202333I20240506122733NAL0040769842001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$14,064,581
Total liabilities (EOY)
$0
Net assets (EOY)
$14,064,581
Net assets (BOY)
$10,885,991

Income & contributions

Employer contributions
$417,536
Participant contributions
$269,234
Total income / additions
$3,402,142

Expenses & distributions

Benefits paid
$223,352
Administrative expenses
$200
Total expenses
$223,552
Net increase / (decrease)
$3,178,590

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages