The Pediatric Management Group, LLC Retirement Savings Plan — Form 5500 plan (Pediatric Management Group, LLC)

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, The Pediatric Management Group, LLC Retirement Savings Plan is a benefit plan reported by Pediatric Management Group, LLC under EIN 95-4602048 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $10,083,094 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pediatric Management Group, LLC
EIN
95-4602048
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
146
End-of-year plan assets
$10,083,094

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241014204605NAL0027142641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,083,094
Total liabilities (EOY)
$0
Net assets (EOY)
$10,083,094
Net assets (BOY)
$8,556,319

Income & contributions

Employer contributions
$268,763
Participant contributions
$509,068
Total contributions
$829,276
Total income / additions
$2,184,136

Expenses & distributions

Benefits paid
$601,157
Administrative expenses
$56,204
Total expenses
$657,361
Net increase / (decrease)
$1,526,775

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$56,203$02023
401(K) Advisors IncINVESTMENT ADVISORY$0$31,3132023

Related Form 5500 pages