2023 Form 5500 filing — Arizona Community Physicians, P.C. 401(K) Profit Sharing Plan & Trust
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 20241010193707NAL0011858131001) for Arizona Community Physicians, P.C. 401(K) Profit Sharing Plan & Trust, reported by Arizona Community Physicians, P.C. under EIN 86-0767800 and plan number 001. It reports 1,051 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010193707NAL0011858131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arizona Community Physicians, P.C.
- EIN
- 86-0767800
- Plan number
- 001
- Location
- Tucson, AZ
- Participants
- 1,051
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $136,467,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $136,467,925
- Employer contributions
- $5,200,710
- Participant contributions
- $4,668,396
- Total income / additions
- $29,632,769
- Benefits paid
- $17,052,695
- Administrative expenses
- $186,630
- Total expenses
- $17,241,296
- Net increase / (decrease)
- $12,391,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellspring Financial Partners | ADVISOR | $97,648 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $88,982 | not reported in the loaded dataset |