2023 Form 5500 filing — Pulmonary Medicine Associates Medical Group, 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 20241119153443NAL0002543089001) for Pulmonary Medicine Associates Medical Group, Inc. 401(K) Profit Sharing Plan, reported by Pulmonary Medicine Associates Medical Group, Inc. under EIN 94-2221434 and plan number 003. It reports 175 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)$53.1MReported net assets$53,058,452
Participants175
Provider compensation$32.4K2 Schedule C row(s)$32,436
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241119153443NAL0002543089001
Plan sponsor
Pulmonary Medicine Associates Medical Group, Inc.
EIN
94-2221434
Plan number
003
Location
Sacramento, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$53.1M total assets
Net assets$53.1MLiabilities$0
Money in vs. money out
Total income / additions$15.9M
Total expenses$2.6M
Benefits paid / distributions$2.5M
Contributions
Employer$1.7M
Participant$1.6M
Full reported line items
Total assets (EOY)
$53,058,452
Total liabilities (EOY)
$0
Net assets (EOY)
$53,058,452
Employer contributions
$1,722,005
Participant contributions
$1,642,374
Total income / additions
$15,897,018
Benefits paid
$2,544,081
Administrative expenses
$31,663
Total expenses
$2,575,744
Net increase / (decrease)
$13,321,274
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $23K · Indirect $0
  2. 2
    ADVISOR · Direct $9.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241119153443NAL0002543089001 cover?
It is the 2023 Form 5500 filing for Pulmonary Medicine Associates Medical Group, Inc. 401(K) Profit Sharing Plan, reported by Pulmonary Medicine Associates Medical Group, Inc. (EIN 94-2221434).
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).

Related Form 5500 pages