WAKE FOREST PEDIATRIC ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WAKE FOREST PEDIATRIC ASSOCIATES, PLLC RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : WAKE FOREST PEDIATRIC ASSOCIATES, PLLC RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-02 | 797208 |
| Net assets as of the end of the plan year | 2025-04-02 | 6388145 |
| Total assets as of the beginning of the plan year | 2025-04-02 | 5794630 |
| Value of plan covered by a fidelity bond | 2025-04-02 | 639000 |
| Participant contributions to plan in this plan year | 2025-04-02 | 388277 |
| Value of participant loans at end of plan year | 2025-04-02 | 7487 |
| Other income to plan in this plan year | 2025-04-02 | 764497 |
| Plan net income in this plan year | 2025-04-02 | 593515 |
| Net assets as of the end of the plan year | 2025-04-02 | 6388145 |
| Net assets as of the beginning of the plan year | 2025-04-02 | 5794630 |
| Employer contributions to plan in this plan year | 2025-04-02 | 237949 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-02 | 7160 |
| 2024 : WAKE FOREST PEDIATRIC ASSOCIATES, PLLC RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-20 | 167281 |
| Net assets as of the end of the plan year | 2024-05-20 | 5794630 |
| Total assets as of the beginning of the plan year | 2024-05-20 | 4545886 |
| Value of plan covered by a fidelity bond | 2024-05-20 | 580000 |
| Participant contributions to plan in this plan year | 2024-05-20 | 356275 |
| Value of participant loans at end of plan year | 2024-05-20 | 8089 |
| Other contributions to plan in this plan year | 2024-05-20 | 9354 |
| Other income to plan in this plan year | 2024-05-20 | 821178 |
| Plan net income in this plan year | 2024-05-20 | 1248744 |
| Net assets as of the end of the plan year | 2024-05-20 | 5794630 |
| Net assets as of the beginning of the plan year | 2024-05-20 | 4545886 |
| Employer contributions to plan in this plan year | 2024-05-20 | 229218 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-20 | 9881 |
| 2022 : WAKE FOREST PEDIATRIC ASSOCIATES, PLLC RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-04-19 | 115220 |
| Net assets as of the end of the plan year | 2022-04-19 | 4976708 |
| Total assets as of the beginning of the plan year | 2022-04-19 | 3969528 |
| Value of plan covered by a fidelity bond | 2022-04-19 | 488565 |
| Participant contributions to plan in this plan year | 2022-04-19 | 309710 |
| Value of participant loans at end of plan year | 2022-04-19 | 12024 |
| Other contributions to plan in this plan year | 2022-04-19 | 57516 |
| Other income to plan in this plan year | 2022-04-19 | 564290 |
| Plan net income in this plan year | 2022-04-19 | 1007180 |
| Net assets as of the end of the plan year | 2022-04-19 | 4976708 |
| Net assets as of the beginning of the plan year | 2022-04-19 | 3969528 |
| Employer contributions to plan in this plan year | 2022-04-19 | 190884 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-19 | 770 |
| 2011 : WAKE FOREST PEDIATRIC ASSOCIATES, PLLC RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $39,313 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $10,829 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $10,679 |
| Total plan assets at end of year | 2011-12-31 | $472,368 |
| Total plan assets at beginning of year | 2011-12-31 | $443,884 |
| Total contributions received or receivable from participants | 2011-12-31 | $62,857 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-23,544 |
| Net income (gross income less expenses) | 2011-12-31 | $28,484 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $472,368 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $443,884 |
| Assets. Value of participant loans | 2011-12-31 | $8,719 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $150 |
| 2010 : WAKE FOREST PEDIATRIC ASSOCIATES, PLLC RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $145,877 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $102,594 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $84,655 |
| Total plan assets at end of year | 2010-12-31 | $443,884 |
| Total plan assets at beginning of year | 2010-12-31 | $400,601 |
| Total contributions received or receivable from participants | 2010-12-31 | $77,711 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $68,166 |
| Net income (gross income less expenses) | 2010-12-31 | $43,283 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $443,884 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $400,601 |
| Assets. Value of participant loans | 2010-12-31 | $9,040 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $17,839 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $100 |
