2023 Form 5500 filing — Anesthesia Services, P.A. 401k 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 20240930101506NAL0005426177001) for Anesthesia Services, P.A. 401k Profit Sharing Plan, reported by Anesthesia Services, P.A. under EIN 51-0298419 and plan number 005. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930101506NAL0005426177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anesthesia Services, P.A.
- EIN
- 51-0298419
- Plan number
- 005
- Location
- New Castle, DE
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,671,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,671,554
- Employer contributions
- $2,779,687
- Participant contributions
- $3,138,992
- Total income / additions
- $22,281,516
- Benefits paid
- $7,735,602
- Administrative expenses
- $131,299
- Total expenses
- $7,879,885
- Net increase / (decrease)
- $14,401,631
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISORY | $49,999 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $616 | $0 |
| Td Ameritrade | INVESTMENT ADVISORY | $0 | not reported in the loaded dataset |