2023 Form 5500 filing — Dayton Physicians, LLC Profit Sharing 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 20241010115107NAL0009961683001) for Dayton Physicians, LLC Profit Sharing 401(K) Plan, reported by Dayton Physicians, LLC under EIN 20-3130844 and plan number 001. It reports 580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010115107NAL0009961683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dayton Physicians, LLC
- EIN
- 20-3130844
- Plan number
- 001
- Location
- Dayton, OH
- Participants
- 580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,936,102
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,936,102
- Employer contributions
- $1,853,763
- Participant contributions
- $1,858,203
- Total income / additions
- $11,394,696
- Benefits paid
- $6,325,973
- Administrative expenses
- $144,238
- Total expenses
- $6,470,211
- Net increase / (decrease)
- $4,924,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America Na | INVESTMENT ADVISORY | $36,927 | not reported in the loaded dataset |
| Transamerica Retirement Solutions, | RECORDKEEPER | $36,698 | $0 |
| Merrill Lynch Retirement & Benefit | INVESTMENT ADVISORY - PL | $12,198 | not reported in the loaded dataset |
| My Benefits, LLC | RECORDKEEPER | $8,294 | $0 |
| Esler & Vanderschaaff Co Lpa | LEGAL | $3,484 | not reported in the loaded dataset |