2023 Form 5500 filing — Pulmonary Associates Of Richmond, Inc. 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 20241014141113NAL0027519729002) for Pulmonary Associates Of Richmond, Inc. Profit Sharing Plan, reported by Pulmonary Associates Of Richmond, Inc. under EIN 54-0965764 and plan number 002. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141113NAL0027519729002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pulmonary Associates Of Richmond, Inc.
- EIN
- 54-0965764
- Plan number
- 002
- Location
- Richmond, VA
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,265,239
- Net assets (EOY)
- $55,265,239
- Employer contributions
- $1,533,459
- Participant contributions
- $1,325,844
- Total income / additions
- $10,680,291
- Benefits paid
- $5,614,386
- Administrative expenses
- $60,452
- Total expenses
- $5,674,838
- Net increase / (decrease)
- $5,005,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Signature Investment Advisors | NONE | $142,911 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $60,401 | not reported in the loaded dataset |
| The Colony Group LLC | NONE | $19,734 | not reported in the loaded dataset |
| Cambridge Investment Research | NONE | $14,215 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $12,146 | $0 |