2023 Form 5500 filing — Affiliated Dermatology 401(K) 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 20241009125238NAL0032665920001) for Affiliated Dermatology 401(K) Plan, reported by Richard Lee Averitte, Jr., Pllc Dba Affiliated Dermatology under EIN 74-3037351 and plan number 001. It reports 365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.3MReported net assets$6,315,569
Participants365
Provider compensation$41.4K4 Schedule C row(s)$41,419
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009125238NAL0032665920001
Plan sponsor
Richard Lee Averitte, Jr., Pllc Dba Affiliated Dermatology
EIN
74-3037351
Plan number
001
Location
Scottsdale, AZ
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$925.3K
Benefits paid / distributions$877.9K
Contributions
Employer$438.2K
Participant$622.4K
Full reported line items
Total assets (EOY)
$6,315,569
Total liabilities (EOY)
$0
Net assets (EOY)
$6,315,569
Employer contributions
$438,235
Participant contributions
$622,378
Total income / additions
$1,999,644
Benefits paid
$877,906
Administrative expenses
$38,688
Total expenses
$925,299
Net increase / (decrease)
$1,074,345
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $22K
  2. 2
    CONTRACT ADMIN · Direct $12.8K · Indirect $2.7K
  3. 3
    RECORDKEEPER · Direct $3.2K · Indirect $0
  4. 4
    INVESTMENT MANAGER · Direct $652

Related Form 5500 pages