2023 Form 5500 filing — Bellin Anesthesia Associates Sc 401(K) 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 20241014154506NAL0052981570001) for Bellin Anesthesia Associates Sc 401(K) Profit Sharing Plan, reported by Bellin Anesthesia Associates, Sc under EIN 39-1777963 and plan number 003. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.3MReported net assets$7,250,104
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014154506NAL0052981570001
Plan sponsor
Bellin Anesthesia Associates, Sc
EIN
39-1777963
Plan number
003
Location
Brookfield, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.3M total assets
Net assets$7.3MLiabilities
Money in vs. money out
Total income / additions$1.1M
Total expenses$1.9K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$7,250,104
Net assets (EOY)
$7,250,104
Total income / additions
$1,108,644
Total expenses
$1,879
Net increase / (decrease)
$1,106,765

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014154506NAL0052981570001 cover?
It is the 2023 Form 5500 filing for Bellin Anesthesia Associates Sc 401(K) Profit Sharing Plan, reported by Bellin Anesthesia Associates, Sc (EIN 39-1777963).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages