Pulmonary Medicine Associates Medical Group 401(k) match, vesting and fees
What Pulmonary Medicine Associates Medical Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Pulmonary Medicine Associates Medical Group: employer contribution per participant | $11,107 | |
| Peer median | $1,468 |
| Pulmonary Medicine Associates Medical Group: average balance | $328,369 | |
| Peer median | $37,786 |
| Pulmonary Medicine Associates Medical Group: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $48.5M at the end of plan year 2021 to $63.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 207 | $63.7M | $2.2M | $11,107 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 192 | $53.1M | $1.7M | $9,209 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 175 | $39.7M | $1.4M | $8,430 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 156 | $48.5M | $1.6M | $10,353 | 0.06% | Not published | Form 5500 ↗ |
Other Pulmonary Medicine Associates Medical Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pulmonary Medicine Associates Medical Group Inc Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Pulmonary Medicine Associates Medical Group match 401(k) contributions?
The match terms for the Pulmonary Medicine Associates Medical Group, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $2.2M in employer contributions, about $11,107 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pulmonary Medicine Associates Medical Group 401(k) match vested?
The vesting schedule for the Pulmonary Medicine Associates Medical Group, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pulmonary Medicine Associates Medical Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Pulmonary Medicine Associates Medical Group, Inc..
I left Pulmonary Medicine Associates Medical Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pulmonary Medicine Associates Medical Group, Inc., (916) 482-7621) or the recordkeeper, Fidelity Investments Institutional. The Pulmonary Medicine Associates Medical Group old 401(k) page lists the contacts from every plan filing. Find an old Pulmonary Medicine Associates Medical Group 401(k)
Data from the public Form 5500 annual reports Pulmonary Medicine Associates Medical Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Pulmonary Medicine Associates Medical Group. Not financial advice. Report a correction · Methodology