Bakotic Pathology Associates, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Bakotic Pathology Associates, LLC)

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, Bakotic Pathology Associates, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Bakotic Pathology Associates, LLC under EIN 33-1168930 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $9,501,592 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bakotic Pathology Associates, LLC
EIN
33-1168930
Plan number
001
Plan type
2
Location
Alpharetta, GA
Latest filing year
2023
Participants
366
End-of-year plan assets
$9,501,592

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023366H, C20240918083153NAL0005848096001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,501,592
Total liabilities (EOY)
$15,910
Net assets (EOY)
$9,485,682
Net assets (BOY)
$7,829,657

Income & contributions

Employer contributions
$320,416
Participant contributions
$1,289,616
Total contributions
$1,630,865
Total income / additions
$3,101,971

Expenses & distributions

Benefits paid
$1,361,051
Administrative expenses
$68,985
Total expenses
$1,445,946
Net increase / (decrease)
$1,656,025

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Renasant BankNONE$56,614not reported in the loaded dataset2023
Epic Retirement Plan ServicesNONE$12,371$02023

Related Form 5500 pages