Advanced Ent Cash Balance Plan — Form 5500 plan (Regional Otolaryngology Head And Neck Associates, LLC)

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, Advanced Ent Cash Balance Plan is a benefit plan reported by Regional Otolaryngology Head And Neck Associates, LLC under EIN 20-0423081 and plan number 002. The latest loaded filing year is 2023. The filing reports 159 participants and $2,900,757 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Regional Otolaryngology Head And Neck Associates, LLC
EIN
20-0423081
Plan number
002
Plan type
2
Location
Woodbury, NJ
Latest filing year
2023
Participants
159
End-of-year plan assets
$2,900,757

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023159H, C20241014151744NAL0027684641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,900,757
Total liabilities (EOY)
$0
Net assets (EOY)
$2,900,757
Net assets (BOY)
$1,330,392

Income & contributions

Employer contributions
$1,439,852
Total contributions
$1,439,852
Total income / additions
$1,614,145

Expenses & distributions

Benefits paid
$25,730
Administrative expenses
$18,050
Total expenses
$43,780
Net increase / (decrease)
$1,570,365

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Global InvestorsINVESTMENT ADVISOR$18,050not reported in the loaded dataset2023

Related Form 5500 pages