2023 Form 5500 filing — Advanced Dermatology Associates, Ltd. 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 20241015095542NAL0027995137001) for Advanced Dermatology Associates, Ltd. 401(K) Plan, reported by Advanced Dermatology Associates, Ltd. under EIN 23-1855600 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095542NAL0027995137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Dermatology Associates, Ltd.
- EIN
- 23-1855600
- Plan number
- 001
- Location
- Allentown, PA
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,146,074
- Net assets (EOY)
- $27,146,074
- Employer contributions
- $755,731
- Participant contributions
- $520,549
- Total income / additions
- $5,465,647
- Benefits paid
- $1,913,039
- Administrative expenses
- $74,255
- Total expenses
- $1,987,294
- Net increase / (decrease)
- $3,478,353
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $58,194 | $50 |
| The Vanguard Group, Inc. | RECORDKEEPER | $13,014 | $0 |
| Limestone Pension Associates, LLC | TPA | $3,075 | $0 |