2023 Form 5500 filing — Ear, Nose & Throat Associates, P.C. Retirement Savings Plan And 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 20241014134632NAL0052528594001) for Ear, Nose & Throat Associates, P.C. Retirement Savings Plan And Trust, reported by Ear, Nose & Throat Associates, P.C. under EIN 35-1086214 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$26.3MReported net assets$26,338,608
Participants175
Provider compensation$81.8K3 Schedule C row(s)$81,791
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014134632NAL0052528594001
- Plan sponsor
- Ear, Nose & Throat Associates, P.C.
- EIN
- 35-1086214
- Plan number
- 001
- Location
- Fort Wayne, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$26.3M total assets
Net assets$26.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,338,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,338,608
- Employer contributions
- $1,167,275
- Participant contributions
- $637,074
- Total income / additions
- $5,669,711
- Benefits paid
- $1,594,138
- Administrative expenses
- $81,791
- Total expenses
- $1,680,315
- Net increase / (decrease)
- $3,989,396
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forvis Wealth Advisory, LLC | ADVISOR | $68,621 | $0 |
| Phillips Financial Management LLC | INVESTMENT ADVISOR | $8,397 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,773 | $0 |