Pathology Associates 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Pathology Associates)
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, Pathology Associates 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Pathology Associates under EIN 77-0113417 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $21,134,183 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pathology Associates
- EIN
- 77-0113417
- Plan number
- 001
- Plan type
- 2
- Location
- Clovis, CA
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $21,134,183
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20241008164910NAL0008593507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,134,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,134,183
- Net assets (BOY)
- $20,118,259
Income & contributions
- Employer contributions
- $1,041,457
- Participant contributions
- $733,055
- Total contributions
- $1,792,580
- Total income / additions
- $4,651,554
Expenses & distributions
- Benefits paid
- $3,579,793
- Administrative expenses
- $55,837
- Total expenses
- $3,635,630
- Net increase / (decrease)
- $1,015,924
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $29,645 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $20,999 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,193 | not reported in the loaded dataset | 2023 |