2023 Form 5500 filing — Arizona Arthritis & Rheumatology Associates, P.C. 401k Profit Sharing
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 20241015152429NAL0030158513002) for Arizona Arthritis & Rheumatology Associates, P.C. 401k Profit Sharing, reported by Arizona Arthritis & Rheumatology Associates, P.C. under EIN 86-0765242 and plan number 002. It reports 271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152429NAL0030158513002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arizona Arthritis & Rheumatology Associates, P.C.
- EIN
- 86-0765242
- Plan number
- 002
- Location
- Phoenix, AZ
- Participants
- 271
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,195,268
- Net assets (EOY)
- $22,195,268
- Employer contributions
- $823,899
- Participant contributions
- $1,397,193
- Total income / additions
- $5,836,882
- Benefits paid
- $479,940
- Administrative expenses
- $120,521
- Total expenses
- $600,461
- Net increase / (decrease)
- $5,236,421
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | INVESTMENT ADVISORY | $54,054 | $4 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,660 | $0 |
| Cetera Investment Advisers LLC | INVESTMENT ADVISORY | $17,949 | $3 |
| Edberg Perry, LLC | CONTRACT ADMINISTRATOR | $9,708 | $5,784 |