Clinical Pathology Associates Profit Sharing Plan And Trust — Form 5500 plan (Clinical Pathology Associates)
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, Clinical Pathology Associates Profit Sharing Plan And Trust is a benefit plan reported by Clinical Pathology Associates under EIN 74-1619182 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $56,481,667 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clinical Pathology Associates
- EIN
- 74-1619182
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $56,481,667
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20240411145346NAL0000762993001 |
| 2023 | 159 | H, C | 20241011141526NAL0043948114001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,523,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,523,900
- Net assets (BOY)
- $61,708,505
Income & contributions
- Employer contributions
- $2,655,721
- Participant contributions
- $1,528,168
- Total contributions
- $4,230,650
- Total income / additions
- $14,339,545
Expenses & distributions
- Benefits paid
- $5,471,821
- Administrative expenses
- $52,329
- Total expenses
- $5,524,150
- Net increase / (decrease)
- $8,815,395
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| July Business Services | RECORDKEEPER | $33,098 | not reported in the loaded dataset | 2023 |
| Mid Atlantic Trust Company | NONE | $19,842 | not reported in the loaded dataset | 2023 |
| July Business Services | RECORDKEEPER | $12,305 | not reported in the loaded dataset | 2023 |