Knoxville Pediatric Associates, P.C. 401k Plan — Form 5500 plan (Knoxville Pediatric 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, Knoxville Pediatric Associates, P.C. 401k Plan is a benefit plan reported by Knoxville Pediatric Associates, P. C. under EIN 62-1337778 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $45,051,434 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Knoxville Pediatric Associates, P. C.
EIN
62-1337778
Plan number
001
Plan type
2
Location
Knoxville, TN
Latest filing year
2023
Participants
207
End-of-year plan assets
$45,051,434

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20241011073700NAL0010702451003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,051,434
Total liabilities (EOY)
$340
Net assets (EOY)
$45,051,094
Net assets (BOY)
$39,311,210

Income & contributions

Employer contributions
$1,037,464
Participant contributions
$713,418
Total contributions
$1,750,882
Total income / additions
$7,631,204

Expenses & distributions

Benefits paid
$1,779,248
Administrative expenses
$112,072
Total expenses
$1,891,320
Net increase / (decrease)
$5,739,884

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory Group, LLCINVESTMENT MANAGEMENT$49,285$02023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$39,996$02023
Svrpc, Inc.THIRD PARTY ADMINISTRATOR$26,350$02023

Related Form 5500 pages