2023 Form 5500 filing — Faana Retirement 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 20241014102415NAL0027018369006) for Faana Retirement Plan, reported by American Anesthesiology Of Virginia , P.C. under EIN 62-1098942 and plan number 002. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102415NAL0027018369006
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Anesthesiology Of Virginia , P.C.
- EIN
- 62-1098942
- Plan number
- 002
- Location
- Falls Church, VA
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,722,384
- Net assets (EOY)
- $15,722,384
- Employer contributions
- $405,044
- Participant contributions
- $1,073,292
- Total income / additions
- $5,446,422
- Benefits paid
- $23,871,764
- Administrative expenses
- $99,640
- Total expenses
- $23,973,725
- Net increase / (decrease)
- -$18,527,303
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spire Wealth Management LLC | NONE | $89,303 | not reported in the loaded dataset |
| Strategic Wealth Partners Ltd | NONE | $6,505 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $285 | $0 |