Raleigh Pediatric Associates, P.A. Retirement Plan — Form 5500 plan (Raleigh Pediatric 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, Raleigh Pediatric Associates, P.A. Retirement Plan is a benefit plan reported by Raleigh Pediatric Associates, P.A. under EIN 56-2132604 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $19,830,391 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Raleigh Pediatric Associates, P.A.
- EIN
- 56-2132604
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 123
- End-of-year plan assets
- $19,830,391
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20240725091115NAL0029849058001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,830,391
- Net assets (EOY)
- $19,830,391
- Net assets (BOY)
- $16,201,257
Income & contributions
- Employer contributions
- $736,698
- Participant contributions
- $590,525
- Total contributions
- $1,327,223
- Total income / additions
- $3,884,091
Expenses & distributions
- Benefits paid
- $191,749
- Administrative expenses
- $62,154
- Total expenses
- $254,957
- Net increase / (decrease)
- $3,629,134
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Irongate Partners, Inc. | INVESTMENT ADVISOR | $40,687 | not reported in the loaded dataset | 2023 |
| Mvp Plan Administrators, Inc | RECORDKEEPER | $18,806 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $2,661 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Raleigh Pediatric Associates, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Irongate Partners, Inc. — Schedule C compensation
- Mvp Plan Administrators, Inc — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation