2023 Form 5500 filing — Nephrology Associates, P.A. 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 20250715133357NAL0001660387001) for Nephrology Associates, P.A. 401(K) Profit Sharing Plan, reported by Nephrology Associates, P.A. under EIN 51-0123099 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715133357NAL0001660387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nephrology Associates, P.A.
- EIN
- 51-0123099
- Plan number
- 001
- Location
- Newark, DE
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,904,719
- Net assets (EOY)
- $50,904,719
- Employer contributions
- $1,399,435
- Participant contributions
- $1,110,111
- Total income / additions
- $10,840,439
- Benefits paid
- $1,142,432
- Administrative expenses
- $84,384
- Total expenses
- $1,226,816
- Net increase / (decrease)
- $9,613,623
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Avenue One Advisors | CONSULTANT | $62,831 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,004 | $0 |
| Limestone Pension Assocates, LLC | OTHER SERVICES | $0 | $19,811 |