2023 Form 5500 filing — Professional Anesthesia Providers Psc Retirement Plan
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 20240829090055NAL0007492643001) for Professional Anesthesia Providers Psc Retirement Plan, reported by Professional Anesthesia Providers Psc Retirement Plan under EIN 66-0648750 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829090055NAL0007492643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Professional Anesthesia Providers Psc Retirement Plan
- EIN
- 66-0648750
- Plan number
- 001
- Location
- Mayaguez, PR
- Participants
- 15
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,301,926
- Net assets (EOY)
- $1,301,926
- Employer contributions
- $24,514
- Participant contributions
- $48,831
- Total income / additions
- $213,018
- Benefits paid
- $32,620
- Administrative expenses
- $14,374
- Total expenses
- $46,994
- Net increase / (decrease)
- $166,024
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $13,857 | $0 |
| Lincoln Financial Securities | BROKER/ADVISOR | $0 | $5,864 |
| Oriental Bank & Trust | CONTRACT ADM | $0 | $1,183 |
| Leafhouse Financial Advisors, LLC | 591 | $0 | not reported in the loaded dataset |