Pulmonary Medical Consultants, P.A. Safe Harbor 401(K) Plan — Form 5500 plan (Pulmonary Medical Consultants, 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, Pulmonary Medical Consultants, P.A. Safe Harbor 401(K) Plan is a benefit plan reported by Pulmonary Medical Consultants, P.A. under EIN 76-0584009 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $2,723,593 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.7MPlan net assets, end of year$2,723,593
Participants9Covered participants reported
Assets / participant$302.6KComputed: assets ÷ participants$302,621 (computed)
Provider compensationNone reported
Plan sponsor
Pulmonary Medical Consultants, P.A.
EIN
76-0584009
Plan number
001
Plan type
2
Location
Tomball, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239I20240828020406NAL0011729921001
Schedule I · 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)$2.7M total assets
Net assets$2.7MLiabilities$0
Money in vs. money out
Total income / additions$119.4K
Total expenses$35
Benefits paid / distributions$0
Contributions
Employer$63.2K
Participant$60K
Full reported line items

Net assets

Total assets (EOY)
$2,723,593
Total liabilities (EOY)
$0
Net assets (EOY)
$2,723,593
Net assets (BOY)
$2,604,240

Income & contributions

Employer contributions
$63,154
Participant contributions
$60,000
Total income / additions
$119,388

Expenses & distributions

Benefits paid
$0
Administrative expenses
$35
Total expenses
$35
Net increase / (decrease)
$119,353
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 51%Participant 49%
Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages