Southeastern Pathology Associates, P. C. 401(K) Savings Plan — Form 5500 plan (Southeastern Pathology 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, Southeastern Pathology Associates, P. C. 401(K) Savings Plan is a benefit plan reported by Southeastern Pathology Associates P.C. under EIN 58-2325457 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $20,195,599 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.2MPlan net assets, end of year$20,195,599
Participants180Covered participants reported
Assets / participant$112.2KComputed: assets ÷ participants$112,198 (computed)
Provider compensation$2.6K1 Schedule C provider row(s)$2,607
Plan sponsor
Southeastern Pathology Associates P.C.
EIN
58-2325457
Plan number
001
Plan type
2
Location
Brentwood, TN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023180H, C20241015191949NAL0051047728001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.2M total assets
Net assets$20.2MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$934.8K
Benefits paid / distributions$932.2K
Contributions
Employer$453.2K
Participant$990.2K
Full reported line items

Net assets

Total assets (EOY)
$20,195,599
Total liabilities (EOY)
$0
Net assets (EOY)
$20,195,599
Net assets (BOY)
$16,657,231

Income & contributions

Employer contributions
$453,158
Participant contributions
$990,222
Total contributions
$1,468,435
Total income / additions
$4,470,835

Expenses & distributions

Benefits paid
$932,223
Administrative expenses
$2,607
Total expenses
$934,830
Net increase / (decrease)
$3,536,005
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$2,607$02023

Related Form 5500 pages