Pediatric Affiliates, P.A. 401(K) Plan — Form 5500 plan (Pediatric Affiliates, P.A.)
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, Pediatric Affiliates, P.A. 401(K) Plan is a benefit plan reported by Pediatric Affiliates, P.A. under EIN 22-1930628 and plan number 002. The latest loaded filing year is 2023. The filing reports 260 participants and $22,853,875 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pediatric Affiliates, P.A.
- EIN
- 22-1930628
- Plan number
- 002
- Plan type
- 2
- Location
- Toms River, NJ
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $22,853,875
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20250513123648NAL0013378803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,853,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,853,875
- Net assets (BOY)
- $21,656,712
Income & contributions
- Employer contributions
- $308,460
- Participant contributions
- $309,087
- Total contributions
- $617,547
- Total income / additions
- $3,033,639
Expenses & distributions
- Benefits paid
- $1,715,506
- Administrative expenses
- $120,970
- Total expenses
- $1,836,476
- Net increase / (decrease)
- $1,197,163
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rtd Financial Advisors | INVESTMENT ADVISORY | $64,344 | not reported in the loaded dataset | 2023 |
| Newport Retirement Services, Inc. | RECORDKEEPER | $47,508 | not reported in the loaded dataset | 2023 |
| The Mandmarblestone Group LLC | TPA | $9,118 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pediatric Affiliates, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Toms River, NJ
- Rtd Financial Advisors — Schedule C compensation
- Newport Retirement Services, Inc. — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation