2023 Form 5500 filing — Catawba Pediatric Associates P.A. Defined Benefit Pension 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 20240705135259NAL0006065059001) for Catawba Pediatric Associates P.A. Defined Benefit Pension Plan, reported by Catawba Pediatric Associates, P.A. under EIN 56-1168510 and plan number 002. It reports 35 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.1MReported net assets$1,143,021
Participants35
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240705135259NAL0006065059001
Plan sponsor
Catawba Pediatric Associates, P.A.
EIN
56-1168510
Plan number
002
Location
Hickory, 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)$1.1M total assets
Net assets$1.1MLiabilities$0
Money in vs. money out
Total income / additions$214.9K
Total expenses$16.2K
Benefits paid / distributions$11.1K
Contributions
Employer$53.3K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,143,021
Total liabilities (EOY)
$0
Net assets (EOY)
$1,143,021
Employer contributions
$53,281
Total income / additions
$214,887
Benefits paid
$11,087
Administrative expenses
$5,122
Total expenses
$16,209
Net increase / (decrease)
$198,678

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240705135259NAL0006065059001 cover?
It is the 2023 Form 5500 filing for Catawba Pediatric Associates P.A. Defined Benefit Pension Plan, reported by Catawba Pediatric Associates, P.A. (EIN 56-1168510).
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