Jefferson Anesthesiologist Ser 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Jefferson Anesthesiologist Ser)
Plain-English plan 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, Jefferson Anesthesiologist Ser 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Jefferson Anesthesiologist Ser under EIN 16-1431831 and plan number 001. The latest loaded filing year is 2023. The filing reports 33 participants and $11,683,550 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jefferson Anesthesiologist Ser
- EIN
- 16-1431831
- Plan number
- 001
- Plan type
- 2
- Location
- Watertown, NY
- Latest filing year
- 2023
- Participants
- 33
- End-of-year plan assets
- $11,683,550
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33 | I | 20240607104606NAL0023459457001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,683,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,683,550
- Net assets (BOY)
- $10,227,983
Income & contributions
- Employer contributions
- $433,114
- Participant contributions
- $263,357
- Total income / additions
- $2,482,625
Expenses & distributions
- Benefits paid
- $1,004,009
- Administrative expenses
- $23,049
- Total expenses
- $1,027,058
- Net increase / (decrease)
- $1,455,567
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.