2023 Form 5500 filing — Pulmonary Associates Of Stockton, Gp 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 20240917134910NAL0006731442001) for Pulmonary Associates Of Stockton, Gp 401(K) Profit Sharing Plan, reported by Pulmonary Associates Of Stockton, Gp under EIN 46-5161570 and plan number 002. It reports 31 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.9MReported net assets$2,924,939
Participants31
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240917134910NAL0006731442001
Plan sponsor
Pulmonary Associates Of Stockton, Gp
EIN
46-5161570
Plan number
002
Location
Stockton, CA
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)$2.9M total assets
Net assets$2.9MLiabilities
Money in vs. money out
Total income / additions$433.8K
Total expenses$5.8K
Benefits paid / distributions$1.1K
Contributions
Employer$33.3K
Participant$23.6K
Full reported line items
Total assets (EOY)
$2,924,939
Net assets (EOY)
$2,924,939
Employer contributions
$33,297
Participant contributions
$23,550
Total income / additions
$433,784
Benefits paid
$1,130
Administrative expenses
$4,675
Total expenses
$5,805
Net increase / (decrease)
$427,979

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917134910NAL0006731442001 cover?
It is the 2023 Form 5500 filing for Pulmonary Associates Of Stockton, Gp 401(K) Profit Sharing Plan, reported by Pulmonary Associates Of Stockton, Gp (EIN 46-5161570).
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