Pediatric Associates, Inc. P.S. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Pediatric Associates, Inc. Ps)

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, Pediatric Associates, Inc. P.S. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Pediatric Associates, Inc. Ps under EIN 91-0846502 and plan number 001. The latest loaded filing year is 2023. The filing reports 446 participants and $69,474,474 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$69.5MPlan net assets, end of year$69,474,474
Participants446Covered participants reported
Assets / participant$155.8KComputed: assets ÷ participants$155,772 (computed)
Provider compensation$314.2K2 Schedule C provider row(s)$314,175
Plan sponsor
Pediatric Associates, Inc. Ps
EIN
91-0846502
Plan number
001
Plan type
2
Location
Bellevue, WA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023446H, C20250413105038NAL0000367761001
Schedule H · 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)$69.5M total assets
Net assets$69.5MLiabilities$0
Money in vs. money out
Total income / additions$9.3M
Total expenses$10.8M
Benefits paid / distributions$10.5M
Contributions
Employer$1.5M
Participant$2.5M
Full reported line items

Net assets

Total assets (EOY)
$69,474,474
Total liabilities (EOY)
$0
Net assets (EOY)
$69,474,474
Net assets (BOY)
$70,992,018

Income & contributions

Employer contributions
$1,533,316
Participant contributions
$2,525,322
Total contributions
$4,088,657
Total income / additions
$9,302,483

Expenses & distributions

Benefits paid
$10,505,852
Administrative expenses
$314,175
Total expenses
$10,820,027
Net increase / (decrease)
-$1,517,544
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 38%Participant 62%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income113%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sloy Dahl & HolstINVESTMENT ADVISOR$253,710not reported in the loaded dataset2023
Spectrum Pension Consultants, Inc.NONE$60,465$02023

Related Form 5500 pages