Southdale Pediatric Associates, Ltd. 401(K) Plan — Form 5500 plan (Southdale Pediatric Associates, 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, Southdale Pediatric Associates, Ltd. 401(K) Plan is a benefit plan reported by Southdale Pediatric Associates, Ltd. under EIN 41-0962307 and plan number 002. The latest loaded filing year is 2023. The filing reports 217 participants and $63,531,663 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southdale Pediatric Associates, Ltd.
EIN
41-0962307
Plan number
002
Plan type
2
Location
Edina, MN
Latest filing year
2023
Participants
217
End-of-year plan assets
$63,531,663

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H, C20241014100231NAL0044081296001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,531,663
Total liabilities (EOY)
$999
Net assets (EOY)
$63,530,664
Net assets (BOY)
$57,076,870

Income & contributions

Employer contributions
$2,026,617
Participant contributions
$1,405,971
Total contributions
$3,442,341
Total income / additions
$12,811,360

Expenses & distributions

Benefits paid
$6,219,125
Administrative expenses
$138,441
Total expenses
$6,357,566
Net increase / (decrease)
$6,453,794

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Capital Markets LLCBROKER$0$76,4352023
Boyum Barenscheer CpaACCOUNTANT AND AUDITOR$15,500$02023
Tax Sheltered CompensationTHIRD PARTY ADMINISTRATO$11,000$02023

Related Form 5500 pages