2023 Form 5500 filing — Advanced Ear Nose & Throat Specialists, S.C. 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 20241014105603NAL0013164467001) for Advanced Ear Nose & Throat Specialists, S.C. Profit Sharing 401(K) Plan, reported by Advanced Ear Nose & Throat Specialists, S.C. under EIN 20-1759813 and plan number 004. It reports 295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105603NAL0013164467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Ear Nose & Throat Specialists, S.C.
- EIN
- 20-1759813
- Plan number
- 004
- Location
- Milwaukee, WI
- Participants
- 295
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,842,680
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,842,680
- Employer contributions
- $785,164
- Participant contributions
- $1,160,798
- Total income / additions
- $4,330,628
- Benefits paid
- $819,474
- Administrative expenses
- $60,006
- Total expenses
- $879,480
- Net increase / (decrease)
- $3,451,148
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning | ADVISOR | $34,138 | $0 |
| American Trust | CONTRACT ADMINISTRATOR | $25,164 | $0 |