Dayton Physicians, LLC Profit Sharing 401(K) Plan — Form 5500 plan (Dayton Physicians, 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, Dayton Physicians, LLC Profit Sharing 401(K) Plan is a benefit plan reported by Dayton Physicians, LLC under EIN 20-3130844 and plan number 001. The latest loaded filing year is 2023. The filing reports 580 participants and $51,936,102 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dayton Physicians, LLC
- EIN
- 20-3130844
- Plan number
- 001
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 580
- End-of-year plan assets
- $51,936,102
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 580 | H, C | 20241010115107NAL0009961683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,936,102
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,936,102
- Net assets (BOY)
- $47,011,617
Income & contributions
- Employer contributions
- $1,853,763
- Participant contributions
- $1,858,203
- Total contributions
- $3,864,018
- Total income / additions
- $11,394,696
Expenses & distributions
- Benefits paid
- $6,325,973
- Administrative expenses
- $144,238
- Total expenses
- $6,470,211
- Net increase / (decrease)
- $4,924,485
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of America Na | INVESTMENT ADVISORY | $36,927 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $36,698 | $0 | 2023 |
| Merrill Lynch Retirement & Benefit | INVESTMENT ADVISORY - PL | $12,198 | not reported in the loaded dataset | 2023 |
| My Benefits, LLC | RECORDKEEPER | $8,294 | $0 | 2023 |
| Esler & Vanderschaaff Co Lpa | LEGAL | $3,484 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dayton Physicians, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Bank Of America Na — Schedule C compensation
- Transamerica Retirement Solutions, — Schedule C compensation
- Merrill Lynch Retirement & Benefit — Schedule C compensation
- My Benefits, LLC — Schedule C compensation
- Esler & Vanderschaaff Co Lpa — Schedule C compensation