2023 Form 5500 filing — Pediatric Health Associates 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 20240716125451NAL0003099105001) for Pediatric Health Associates Pension Plan, reported by Pediatric Health Associates under EIN 36-3536253 and plan number 002. It reports 101 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.6MReported net assets$15,603,251
Participants101
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240716125451NAL0003099105001
Plan sponsor
Pediatric Health Associates
EIN
36-3536253
Plan number
002
Location
Naperville, IL
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)$15.6M total assets
Net assets$15.6MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$270K
Participant$481.9K
Full reported line items
Total assets (EOY)
$15,603,251
Total liabilities (EOY)
$0
Net assets (EOY)
$15,603,251
Employer contributions
$269,965
Participant contributions
$481,918
Total income / additions
$3,639,583
Benefits paid
$1,615,272
Administrative expenses
$7,827
Total expenses
$1,623,099
Net increase / (decrease)
$2,016,484

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240716125451NAL0003099105001 cover?
It is the 2023 Form 5500 filing for Pediatric Health Associates Pension Plan, reported by Pediatric Health Associates (EIN 36-3536253).
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