2023 Form 5500 filing — Charleston Pulmonary Associates Pa 401(K) 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 20240711084700NAL0015913905001) for Charleston Pulmonary Associates Pa 401(K) Plan, reported by Charleston Pulmonary Associates Pa under EIN 57-0938227 and plan number 001. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.4MReported net assets$9,393,863
Participants23
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240711084700NAL0015913905001
Plan sponsor
Charleston Pulmonary Associates Pa
EIN
57-0938227
Plan number
001
Location
Charleston, SC
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)$9.4M total assets
Net assets$9.4MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$34.1K
Benefits paid / distributions$48.3K
Contributions
Employer$378.3K
Participant$219.2K
Full reported line items
Total assets (EOY)
$9,393,863
Total liabilities (EOY)
$0
Net assets (EOY)
$9,393,863
Employer contributions
$378,278
Participant contributions
$219,167
Total income / additions
$2,177,556
Benefits paid
$48,320
Administrative expenses
-$14,178
Total expenses
$34,142
Net increase / (decrease)
$2,143,414

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240711084700NAL0015913905001 cover?
It is the 2023 Form 5500 filing for Charleston Pulmonary Associates Pa 401(K) Plan, reported by Charleston Pulmonary Associates Pa (EIN 57-0938227).
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