Pediatric Associates, Inc. P.S. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Pediatric Associates, Inc. Ps)

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, Pediatric Associates, Inc. P.S. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Pediatric Associates, Inc. Ps under EIN 91-0846502 and plan number 001. The latest loaded filing year is 2023. The filing reports 446 participants and $69,474,474 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pediatric Associates, Inc. Ps
EIN
91-0846502
Plan number
001
Plan type
2
Location
Bellevue, WA
Latest filing year
2023
Participants
446
End-of-year plan assets
$69,474,474

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023446H, C20250413105038NAL0000367761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$69,474,474
Total liabilities (EOY)
$0
Net assets (EOY)
$69,474,474
Net assets (BOY)
$70,992,018

Income & contributions

Employer contributions
$1,533,316
Participant contributions
$2,525,322
Total contributions
$4,088,657
Total income / additions
$9,302,483

Expenses & distributions

Benefits paid
$10,505,852
Administrative expenses
$314,175
Total expenses
$10,820,027
Net increase / (decrease)
-$1,517,544

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sloy Dahl & HolstINVESTMENT ADVISOR$253,710not reported in the loaded dataset2023
Spectrum Pension Consultants, Inc.NONE$60,465$02023

Related Form 5500 pages