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PEE DEE PATHOLOGY ASSOCIATES, P.A. CASH BALANCE PENSION PLAN 401k Plan overview

Plan NamePEE DEE PATHOLOGY ASSOCIATES, P.A. CASH BALANCE PENSION PLAN
Plan identification number 001

PEE DEE PATHOLOGY ASSOCIATES, P.A. CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

PEE DEE PATHOLOGY ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:PEE DEE PATHOLOGY ASSOCIATES, P.A.
Employer identification number (EIN):570523643
NAIC Classification:621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEE DEE PATHOLOGY ASSOCIATES, P.A. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01

Plan Statistics for PEE DEE PATHOLOGY ASSOCIATES, P.A. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for PEE DEE PATHOLOGY ASSOCIATES, P.A. CASH BALANCE PENSION PLAN

Measure Date Value
2025: PEE DEE PATHOLOGY ASSOCIATES, P.A. CASH BALANCE PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-0920
Total number of particpants at end of year2025-07-0920
2024: PEE DEE PATHOLOGY ASSOCIATES, P.A. CASH BALANCE PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-0622
Total number of particpants at end of year2024-09-0619

Financial Data on PEE DEE PATHOLOGY ASSOCIATES, P.A. CASH BALANCE PENSION PLAN

Measure Date Value
2025 : PEE DEE PATHOLOGY ASSOCIATES, P.A. CASH BALANCE PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-095456
Net assets as of the end of the plan year2025-07-0910604838
Total assets as of the beginning of the plan year2025-07-098936935
Value of plan covered by a fidelity bond2025-07-091000000
Other income to plan in this plan year2025-07-09569041
Plan net income in this plan year2025-07-091667903
Net assets as of the end of the plan year2025-07-0910604838
Net assets as of the beginning of the plan year2025-07-098936935
Employer contributions to plan in this plan year2025-07-091104318
2024 : PEE DEE PATHOLOGY ASSOCIATES, P.A. CASH BALANCE PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-06263675
Net assets as of the end of the plan year2024-09-068936935
Total assets as of the beginning of the plan year2024-09-067615478
Value of plan covered by a fidelity bond2024-09-061000000
Other income to plan in this plan year2024-09-06736491
Plan net income in this plan year2024-09-061321457
Net assets as of the end of the plan year2024-09-068936935
Net assets as of the beginning of the plan year2024-09-067615478
Employer contributions to plan in this plan year2024-09-06848641

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