Summit Pathology 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Summit Pathology)
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, Summit Pathology 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Summit Pathology under EIN 84-6115741 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $11,783,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Summit Pathology
- EIN
- 84-6115741
- Plan number
- 002
- Plan type
- 2
- Location
- Loveland, CO
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $11,783,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20240925150844NAL0029484962001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,783,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,783,251
- Net assets (BOY)
- $9,180,811
Income & contributions
- Employer contributions
- $722,131
- Participant contributions
- $717,538
- Total contributions
- $1,441,834
- Total income / additions
- $2,886,705
Expenses & distributions
- Benefits paid
- $282,465
- Administrative expenses
- $1,800
- Total expenses
- $284,265
- Net increase / (decrease)
- $2,602,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $1,800 | $60 | 2023 |