Pulmonary Associates Of Richmond, Inc. Profit Sharing Plan — Form 5500 plan (Pulmonary Associates Of Richmond, Inc.)
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, Pulmonary Associates Of Richmond, Inc. Profit Sharing Plan is a benefit plan reported by Pulmonary Associates Of Richmond, Inc. under EIN 54-0965764 and plan number 002. The latest loaded filing year is 2023. The filing reports 298 participants and $55,265,239 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pulmonary Associates Of Richmond, Inc.
- EIN
- 54-0965764
- Plan number
- 002
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $55,265,239
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20241014141113NAL0027519729002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,265,239
- Net assets (EOY)
- $55,265,239
- Net assets (BOY)
- $50,259,786
Income & contributions
- Employer contributions
- $1,533,459
- Participant contributions
- $1,325,844
- Total contributions
- $2,964,342
- Total income / additions
- $10,680,291
Expenses & distributions
- Benefits paid
- $5,614,386
- Administrative expenses
- $60,452
- Total expenses
- $5,674,838
- Net increase / (decrease)
- $5,005,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Signature Investment Advisors | NONE | $142,911 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services Inc | NONE | $60,401 | not reported in the loaded dataset | 2023 |
| The Colony Group LLC | NONE | $19,734 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | NONE | $14,215 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $12,146 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pulmonary Associates Of Richmond, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Signature Investment Advisors — Schedule C compensation
- Schwab Retirement Plan Services Inc — Schedule C compensation
- The Colony Group LLC — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation