2023 Form 5500 filing — Nephrology Associates, P.C. Retirement 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 20240926090252NAL0000260963001) for Nephrology Associates, P.C. Retirement Plan, reported by Nephrology Associates, P.C. under EIN 62-1239604 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$31.5MReported net assets$31,522,438

Participants237

Provider compensation$2.7K4 Schedule C row(s)$2,661

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240926090252NAL0000260963001
Plan sponsor: Nephrology Associates, P.C.
EIN: 62-1239604
Plan number: 001
Location: Franklin, TN
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$31.5M total assets

Net assets$31.5MLiabilities$0

Money in vs. money out

Total income / additions$7.1M

Total expenses$3.5M

Benefits paid / distributions$3.5M

Contributions

Employer$1.3M

Participant$944.4K

Full reported line items

Total assets (EOY): $31,522,438
Total liabilities (EOY): $0
Net assets (EOY): $31,522,438
Employer contributions: $1,312,323
Participant contributions: $944,444
Total income / additions: $7,077,259
Benefits paid: $3,473,007
Administrative expenses: $2,662
Total expenses: $3,478,228
Net increase / (decrease): $3,599,031

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Adp, Inc.$2.7K
RECORD KEEPER · Direct $2.7K · Indirect $0
2
Adp Broker-Dealer$0
RECORD KEEPER · Direct $0 · Indirect $0
3
Charles Schwab & Co, Inc.$0
INVESTMENT MANAGER · Direct $0 · Indirect $0
4
Td Ameritrade, Inc.$0
SECURITES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926090252NAL0000260963001 cover?: It is the 2023 Form 5500 filing for Nephrology Associates, P.C. Retirement Plan, reported by Nephrology Associates, P.C. (EIN 62-1239604).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).