2023 Form 5500 filing — Penta 401(K) Profit Sharing Plan

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 20240517094411NAL0071671186001) for Penta 401(K) Profit Sharing Plan, reported by Piedmont Ear, Nose And Throat Associates under EIN 56-1263118 and plan number 001. It reports 108 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.2MReported net assets$18,178,726
Participants108
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240517094411NAL0071671186001
Plan sponsor
Piedmont Ear, Nose And Throat Associates
EIN
56-1263118
Plan number
001
Location
Winston Salem, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$18.2M total assets
Net assets$18.2MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$339.5K
Participant$491K
Full reported line items
Total assets (EOY)
$18,178,726
Total liabilities (EOY)
$0
Net assets (EOY)
$18,178,726
Employer contributions
$339,546
Participant contributions
$490,976
Total income / additions
$3,875,477
Benefits paid
$1,522,167
Administrative expenses
$56,749
Total expenses
$1,578,916
Net increase / (decrease)
$2,296,561

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240517094411NAL0071671186001 cover?
It is the 2023 Form 5500 filing for Penta 401(K) Profit Sharing Plan, reported by Piedmont Ear, Nose And Throat Associates (EIN 56-1263118).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages