2023 Form 5500 filing — Pediatric & Adult Medicine, Inc. 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 20241010102652NAL0009908451001) for Pediatric & Adult Medicine, Inc. 401(K) Profit Sharing Plan, reported by Pediatric & Adult Medicine, Inc. under EIN 33-0822221 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.3MReported net assets$3,250,833
Participants18
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241010102652NAL0009908451001
Plan sponsor
Pediatric & Adult Medicine, Inc.
EIN
33-0822221
Plan number
001
Location
Tustin, 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)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$479.2K
Total expenses$22.6K
Benefits paid / distributions$13.1K
Contributions
Employer$0
Participant$167.3K
Full reported line items
Total assets (EOY)
$3,250,833
Total liabilities (EOY)
$0
Net assets (EOY)
$3,250,833
Employer contributions
$0
Participant contributions
$167,333
Total income / additions
$479,172
Benefits paid
$13,118
Administrative expenses
$9,524
Total expenses
$22,642
Net increase / (decrease)
$456,530

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010102652NAL0009908451001 cover?
It is the 2023 Form 5500 filing for Pediatric & Adult Medicine, Inc. 401(K) Profit Sharing Plan, reported by Pediatric & Adult Medicine, Inc. (EIN 33-0822221).
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