Primary Care Associates Of Appleton, Ltd. Employees 401(K) Savings Plan — Form 5500 plan (Primary Care Associates Of Appleton, Ltd.)

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, Primary Care Associates Of Appleton, Ltd. Employees 401(K) Savings Plan is a benefit plan reported by Primary Care Associates Of Appleton, Ltd. under EIN 39-1988565 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $51,295,552 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Primary Care Associates Of Appleton, Ltd.
EIN
39-1988565
Plan number
001
Plan type
2
Location
Appleton, WI
Latest filing year
2023
Participants
194
End-of-year plan assets
$51,295,552

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20241003134255NAL0010624449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,295,552
Total liabilities (EOY)
$136,689
Net assets (EOY)
$51,158,863
Net assets (BOY)
$41,337,390

Income & contributions

Employer contributions
$1,704,105
Participant contributions
$1,336,472
Total contributions
$3,465,721
Total income / additions
$11,173,369

Expenses & distributions

Benefits paid
$1,249,770
Administrative expenses
$102,126
Total expenses
$1,351,896
Net increase / (decrease)
$9,821,473

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nicolet National BankNONE$93,567not reported in the loaded dataset2023
Alerus Financial, N.A.NONE$8,559$02023

Related Form 5500 pages