2023 Form 5500 filing — Coastal Pediatric Associates, Pa Profit Sharing 401(K) 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 20250430134953NAL0001943249001) for Coastal Pediatric Associates, Pa Profit Sharing 401(K) Plan, reported by Coastal Pediatric Associates, Pa under EIN 20-8329907 and plan number 001. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430134953NAL0001943249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coastal Pediatric Associates, Pa
- EIN
- 20-8329907
- Plan number
- 001
- Location
- North Charleston, SC
- Participants
- 304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,327,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,327,868
- Employer contributions
- $495,310
- Participant contributions
- $690,372
- Total income / additions
- $1,854,926
- Benefits paid
- $1,200,819
- Administrative expenses
- $31,999
- Total expenses
- $1,232,818
- Net increase / (decrease)
- $622,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,407 | $0 |
| Maxus Plan Solutions Inc | CONTRACT ADMIN | $800 | $8,140 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $8,668 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $181 | not reported in the loaded dataset |