Pinon Family Practice Retirement Savings Plan — Form 5500 plan (Pinon Family Practice)

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, Pinon Family Practice Retirement Savings Plan is a benefit plan reported by Pinon Family Practice under EIN 85-0462631 and plan number 001. The latest loaded filing year is 2023. The filing reports 46 participants and $6,484,552 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pinon Family Practice
EIN
85-0462631
Plan number
001
Plan type
2
Location
Farmington, NM
Latest filing year
2023
Participants
46
End-of-year plan assets
$6,484,552

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202346I20240723173458NAL0006875603001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$6,484,552
Net assets (EOY)
$6,484,552
Net assets (BOY)
$6,506,230

Income & contributions

Employer contributions
$131,483
Participant contributions
$220,515
Total income / additions
$1,741,663

Expenses & distributions

Benefits paid
$1,757,260
Administrative expenses
$6,081
Total expenses
$1,763,341
Net increase / (decrease)
-$21,678

Service provider compensation (Schedule C)

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

Related Form 5500 pages