2023 Form 5500 filing — Clinical Pathology Associates Profit Sharing Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240411145346NAL0000762993001) for Clinical Pathology Associates Profit Sharing Plan And Trust, reported by Clinical Pathology Associates under EIN 74-1619182 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240411145346NAL0000762993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clinical Pathology Associates
- EIN
- 74-1619182
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,523,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,523,900
- Employer contributions
- $2,655,721
- Participant contributions
- $1,528,168
- Total income / additions
- $14,339,545
- Benefits paid
- $5,471,821
- Administrative expenses
- $52,329
- Total expenses
- $5,524,150
- Net increase / (decrease)
- $8,815,395
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services | RECORDKEEPER | $33,098 | not reported in the loaded dataset |
| Mid Atlantic Trust Company | NONE | $19,842 | not reported in the loaded dataset |
| July Business Services | RECORDKEEPER | $12,305 | not reported in the loaded dataset |