2023 Form 5500 filing — Associated Physicians, Llp 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 20241015155243NAL0050291728002) for Associated Physicians, Llp 401(K) Plan, reported by Associated Physicians, Llp under EIN 39-1837462 and plan number 001. It reports 186 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)$17.1MReported net assets$17,082,627
Participants186
Provider compensation$45.6K2 Schedule C row(s)$45,613
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015155243NAL0050291728002
- Plan sponsor
- Associated Physicians, Llp
- EIN
- 39-1837462
- Plan number
- 001
- Location
- Madison, WI
- 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)$17.1M total assets
Net assets$17.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $17,082,627
- Net assets (EOY)
- $17,082,627
- Employer contributions
- $576,691
- Participant contributions
- $736,385
- Total income / additions
- $4,079,683
- Benefits paid
- $3,498,366
- Administrative expenses
- $45,588
- Total expenses
- $3,543,954
- Net increase / (decrease)
- $535,729
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milestone Investment Advisors | NONE | $30,619 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $14,994 | not reported in the loaded dataset |