Plan5500

Nephrology Associates, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Nephrology Associates, P.A.)

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, Nephrology Associates, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Nephrology Associates, P.A. under EIN 51-0123099 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $50,904,719 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nephrology Associates, P.A.
EIN
51-0123099
Plan number
001
Plan type
2
Location
Newark, DE
Latest filing year
2023
Participants
140
End-of-year plan assets
$50,904,719

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20250715133357NAL0001660387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,904,719
Net assets (EOY)
$50,904,719
Net assets (BOY)
$41,291,096

Income & contributions

Employer contributions
$1,399,435
Participant contributions
$1,110,111
Total contributions
$2,553,968
Total income / additions
$10,840,439

Expenses & distributions

Benefits paid
$1,142,432
Administrative expenses
$84,384
Total expenses
$1,226,816
Net increase / (decrease)
$9,613,623

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Avenue One AdvisorsCONSULTANT$62,831not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$21,004$02023
Limestone Pension Assocates, LLCOTHER SERVICES$0$19,8112023

Related Form 5500 pages