2023 Form 5500 filing — Medical Anesthesia Group, P.A. Profit Sharing 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 20240913153853NAL0010115505001) for Medical Anesthesia Group, P.A. Profit Sharing Plan, reported by Medical Anesthesia Group, P.A. under EIN 62-0815135 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913153853NAL0010115505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medical Anesthesia Group, P.A.
- EIN
- 62-0815135
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $122,072,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $122,072,248
- Employer contributions
- $1,442,477
- Participant contributions
- $1,969,845
- Total income / additions
- $21,837,343
- Benefits paid
- $17,721,758
- Administrative expenses
- $532,997
- Total expenses
- $18,254,755
- Net increase / (decrease)
- $3,582,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meridian Trust & Investment Company | NONE | $503,689 | $0 |
| Epic Advisors, Inc | NONE | $21,457 | not reported in the loaded dataset |
| Raymond James & Associates | NONE | $7,773 | not reported in the loaded dataset |