2023 Form 5500 filing — Princeton Radiology Associates, Pa 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 20241015165032NAL0030402081001) for Princeton Radiology Associates, Pa 401(K) Profit Sharing Plan, reported by Princeton Radiology Associates, P.A under EIN 22-1977626 and plan number 002. It reports 401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165032NAL0030402081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Princeton Radiology Associates, P.A
- EIN
- 22-1977626
- Plan number
- 002
- Location
- Princeton, NJ
- Participants
- 401
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,581,853
- Total liabilities (EOY)
- $41,374
- Net assets (EOY)
- $110,540,479
- Employer contributions
- $2,639,906
- Participant contributions
- $2,257,608
- Total income / additions
- $20,887,544
- Benefits paid
- $7,623,667
- Administrative expenses
- $114,480
- Total expenses
- $7,738,147
- Net increase / (decrease)
- $13,149,397
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Curi Wealth Management, LLC | INVESTMENT ADVISOR | $53,642 | not reported in the loaded dataset |
| Web401k.Com, Inc. | RECORD KEEPER | $49,648 | not reported in the loaded dataset |
| Logan Capital Management | INVESTMENT ADVISOR | $14,031 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $11,126 | not reported in the loaded dataset |
| Condor Capital Managment | INVESTMENT ADVISOR | $5,664 | not reported in the loaded dataset |