2023 Form 5500 filing — Professional Emergency Physicians, P.C. Profit Sharing Plan And Trust
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 20241015102237NAL0029241153001) for Professional Emergency Physicians, P.C. Profit Sharing Plan And Trust, reported by Professional Emergency Physicians, P.C. under EIN 35-1183940 and plan number 002. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102237NAL0029241153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Professional Emergency Physicians, P.C.
- EIN
- 35-1183940
- Plan number
- 002
- Location
- Fort Wayne, IN
- Participants
- 123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,265,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,265,740
- Employer contributions
- $2,057,755
- Participant contributions
- $1,804,038
- Total income / additions
- $12,089,735
- Benefits paid
- $218,802
- Administrative expenses
- $72,873
- Total expenses
- $295,136
- Net increase / (decrease)
- $11,794,599
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $70,757 | $0 |
| Pettinga Financial Advisors, LLC | SERVICE PROVIDER | $0 | $40,113 |
| Morningstar Investment Management | SERVICE PROVIDER | $2,116 | $8,178 |