2023 Form 5500 filing — Ohio Anesthesia Group, Inc. 401(K) Profit Sharing Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240329120218NAL0005806913001) for Ohio Anesthesia Group, Inc. 401(K) Profit Sharing Plan And Trust, reported by Ohio Anesthesia Group, Inc. under EIN 26-0347451 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240329120218NAL0005806913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohio Anesthesia Group, Inc.
- EIN
- 26-0347451
- Plan number
- 001
- Location
- Canton, OH
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,589,239
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,589,239
- Employer contributions
- $2,113,397
- Participant contributions
- $1,797,672
- Total income / additions
- $14,011,236
- Benefits paid
- $10,616,909
- Administrative expenses
- $316,505
- Total expenses
- $10,980,626
- Net increase / (decrease)
- $3,030,610
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| B&T Capital Management Incorpo | INVESTMENT ADVISOR | $53,803 | not reported in the loaded dataset |
| Alpha Capital Management | INVESTMENT MANAGER | $53,803 | not reported in the loaded dataset |
| Lincoln Financial Advisors Comp | SERVICE PROVIDER | $47,502 | not reported in the loaded dataset |
| Sequoia Financial Advisors, LLC | INVESTMENT ADVISOR | $37,326 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | RECORDKEEPER | $33,607 | not reported in the loaded dataset |
| Lincoln Financial Advisors Comp | SERVICE PROVIDER | $10,810 | $19,500 |
| Aurum Wealth Management | INVESTMENT MANAGER | $25,719 | not reported in the loaded dataset |
| Beacon Pointe Advisors LLC | INVESTMENT ADVISOR | $23,574 | not reported in the loaded dataset |
| Cookson Peirce Wealth Management | INVESTMENT ADVISOR | $21,592 | not reported in the loaded dataset |
| Janney Montgomery Scott LLC | INVESTMENT MANAGER | $21,421 | not reported in the loaded dataset |
| Alpha Capital Management | INVESTMENT MANAGER | $20,473 | not reported in the loaded dataset |
| Tnlpg | INVESTMENT MANAGER | $19,720 | not reported in the loaded dataset |
| Goldman Sachs Asset Management | INVESTMENT MANAGER | $17,353 | not reported in the loaded dataset |
| Sequoia Financial Advisors, LLC | INVESTMENT MANAGER | $16,831 | not reported in the loaded dataset |
| Lincoln Financial Advisors Comp | SERVICE PROVIDER | $16,085 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | INVESTMENT MANAGER | $13,939 | $0 |
| Aurum Wealth Management | INVESTMENT MANAGER | $12,391 | not reported in the loaded dataset |
| Cookson Peirce Wealth Management | INVESTMENT MANAGEMENT | $11,957 | not reported in the loaded dataset |
| American Premier Financial | INVESTMENT MANAGEMENT | $11,888 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | RECORDKEEPER | $9,890 | not reported in the loaded dataset |
| Cbiz Benefits And Insurance Service | THIRD PARTY ADMIN | $8,907 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | INVESTMENT MANAGER | $7,729 | $0 |
| Mcdonald Partners | INVESTMENT MANAGER | $7,562 | not reported in the loaded dataset |
| Northwestern Mutual | INVESTMENT ADVISOR | $6,251 | not reported in the loaded dataset |
| Goldman Sachs Asset Management | INVESTMENT MANAGER | $5,669 | not reported in the loaded dataset |
| Morgan Stanley | INVESTMENT MANAGER | $5,339 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $2,157 | $0 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $1,574 | $0 |
| Matrix Trust Company | CUSTODIAL | $0 | $0 |