Advanced Ear Nose & Throat Specialists, S.C. Profit Sharing 401(K) Plan — Form 5500 plan (Advanced Ear Nose & Throat Specialists, S.C.)

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 Ear Nose & Throat Specialists, S.C. Profit Sharing 401(K) Plan is a benefit plan reported by Advanced Ear Nose & Throat Specialists, S.C. under EIN 20-1759813 and plan number 004. The latest loaded filing year is 2023. The filing reports 295 participants and $10,842,680 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advanced Ear Nose & Throat Specialists, S.C.
EIN
20-1759813
Plan number
004
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
295
End-of-year plan assets
$10,842,680

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H, C20241014105603NAL0013164467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,842,680
Total liabilities (EOY)
$0
Net assets (EOY)
$10,842,680
Net assets (BOY)
$7,391,532

Income & contributions

Employer contributions
$785,164
Participant contributions
$1,160,798
Total contributions
$2,591,305
Total income / additions
$4,330,628

Expenses & distributions

Benefits paid
$819,474
Administrative expenses
$60,006
Total expenses
$879,480
Net increase / (decrease)
$3,451,148

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative PlanningADVISOR$34,138$02023
American TrustCONTRACT ADMINISTRATOR$25,164$02023

Related Form 5500 pages