Plan Snapshot
- Plan Sponsor: Physicians Laboratory, P.C.
- Sponsor EIN: 470535862
- Sponsor Address: 4840 F ST, OMAHA, NE, 681171407
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 140 | $12.9M | $100,317 | $337,950 |
| 2023 | 105 | $13.2M | $104,613 | $357,544 |
| 2022 | 117 | $12.2M | $109,473 | $342,406 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MASIMORE, MAGNUSON & ASSOCIATES, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $38,641 | $83 | $2,050 | — | — |
| 2023 | $41,007 | — | $41,007 | — | — |
| 2022 | $12,840 | — | $10,115 | — | $2,725 |