Pulmonary & Sleep Medicine Associates 401k Profit Sharing Plan — Form 5500 plan (Pulmonary & Sleep Medicine Associates Llp)

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 & Sleep Medicine Associates 401k Profit Sharing Plan is a benefit plan reported by Pulmonary & Sleep Medicine Associates Llp under EIN 58-1680594 and plan number 001. The latest loaded filing year is 2023. The filing reports 36 participants and $9,806,567 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.8MPlan net assets, end of year$9,806,567
Participants36Covered participants reported
Assets / participant$272.4KComputed: assets ÷ participants$272,405 (computed)
Provider compensationNone reported
Plan sponsor
Pulmonary & Sleep Medicine Associates Llp
EIN
58-1680594
Plan number
001
Plan type
2
Location
Stockbridge, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202336I20240222130005NAL0004891984001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.8M total assets
Net assets$9.8MLiabilities
Money in vs. money out
Total income / additions$1.7M
Total expenses$460.7K
Benefits paid / distributions$460.7K
Contributions
Employer$57.8K
Participant$109.9K
Full reported line items

Net assets

Total assets (EOY)
$9,806,567
Net assets (EOY)
$9,806,567
Net assets (BOY)
$8,564,599

Income & contributions

Employer contributions
$57,849
Participant contributions
$109,888
Total income / additions
$1,702,697

Expenses & distributions

Benefits paid
$460,729
Total expenses
$460,729
Net increase / (decrease)
$1,241,968
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income27%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages