2023 Form 5500 filing — Central Anesthesia Service Exchange Medical Group, Inc. 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 20241010130431NAL0035753152003) for Central Anesthesia Service Exchange Medical Group, Inc. Profit Sharing Plan, reported by Central Anesthesia Service Exchange Medical Group, Inc. under EIN 68-0116562 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010130431NAL0035753152003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Anesthesia Service Exchange Medical Group, Inc.
- EIN
- 68-0116562
- Plan number
- 001
- Location
- Sacramento, CA
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,122,220
- Net assets (EOY)
- $124,122,220
- Employer contributions
- $6,010,712
- Participant contributions
- $1,221,090
- Total income / additions
- $25,940,675
- Benefits paid
- $5,284,172
- Administrative expenses
- $81,728
- Total expenses
- $5,366,408
- Net increase / (decrease)
- $20,574,267
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Leconte Wealth Management LLC | NONE | $25,872 | not reported in the loaded dataset |
| Cibc Private Wealth Advisors I | NONE | $21,856 | not reported in the loaded dataset |
| Torrey Growth & Income Advisor | NONE | $19,546 | not reported in the loaded dataset |
| Statheros Financial | NONE | $9,375 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,615 | $15 |