Pediatrics In Brevard, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Pediatrics In Brevard, 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, Pediatrics In Brevard, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Pediatrics In Brevard, P.A. under EIN 59-3477388 and plan number 002. The latest loaded filing year is 2023. The filing reports 109 participants and $7,428,873 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pediatrics In Brevard, P.A.
EIN
59-3477388
Plan number
002
Plan type
2
Location
Rockledge, FL
Latest filing year
2023
Participants
109
End-of-year plan assets
$7,428,873

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023109H, C20241014193111NAL0027027265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,428,873
Total liabilities (EOY)
$0
Net assets (EOY)
$7,428,873
Net assets (BOY)
$10,942,376

Income & contributions

Employer contributions
$123,128
Participant contributions
$53,196
Total contributions
$176,324
Total income / additions
$1,321,333

Expenses & distributions

Benefits paid
$4,786,867
Administrative expenses
$47,969
Total expenses
$4,834,836
Net increase / (decrease)
-$3,513,503

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
One Digital Investment AdvisorsADVISOR$25,000not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$20,753$02023

Related Form 5500 pages