Coastal Pediatric Associates, Pa Profit Sharing 401(K) Plan — Form 5500 plan (Coastal Pediatric Associates, Pa)
Plain-English plan 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, Coastal Pediatric Associates, Pa Profit Sharing 401(K) Plan is a benefit plan reported by Coastal Pediatric Associates, Pa under EIN 20-8329907 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $6,327,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coastal Pediatric Associates, Pa
- EIN
- 20-8329907
- Plan number
- 001
- Plan type
- 2
- Location
- North Charleston, SC
- Latest filing year
- 2023
- Participants
- 304
- End-of-year plan assets
- $6,327,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20250430134953NAL0001943249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,327,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,327,868
- Net assets (BOY)
- $5,705,760
Income & contributions
- Employer contributions
- $495,310
- Participant contributions
- $690,372
- Total contributions
- $1,257,078
- Total income / additions
- $1,854,926
Expenses & distributions
- Benefits paid
- $1,200,819
- Administrative expenses
- $31,999
- Total expenses
- $1,232,818
- Net increase / (decrease)
- $622,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,407 | $0 | 2023 |
| Maxus Plan Solutions Inc | CONTRACT ADMIN | $800 | $8,140 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $8,668 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $181 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coastal Pediatric Associates, Pa
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in North Charleston, SC
- Empower Annuity Insurance Company — Schedule C compensation
- Maxus Plan Solutions Inc — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation