Arizona Ob/Gyn Affiliates Pc 401(K) Retirement Plan — Form 5500 plan (Arizona Ob/Gyn Affiliates P.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, Arizona Ob/Gyn Affiliates Pc 401(K) Retirement Plan is a benefit plan reported by Arizona Ob/Gyn Affiliates P.C. under EIN 20-5198811 and plan number 001. The latest loaded filing year is 2023. The filing reports 568 participants and $29,421,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arizona Ob/Gyn Affiliates P.C.
- EIN
- 20-5198811
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 568
- End-of-year plan assets
- $29,421,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 568 | H, C | 20241015125118NAL0016429107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,421,756
- Net assets (EOY)
- $29,421,756
- Net assets (BOY)
- $24,603,083
Income & contributions
- Employer contributions
- $1,619,099
- Participant contributions
- $1,916,055
- Total contributions
- $4,130,557
- Total income / additions
- $7,325,984
Expenses & distributions
- Benefits paid
- $2,424,497
- Administrative expenses
- $82,814
- Total expenses
- $2,507,311
- Net increase / (decrease)
- $4,818,673
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial | ADVISOR | $45,856 | $0 | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $33,438 | $0 | 2023 |
| Pension Planners, Inc. | TPA | $3,470 | $0 | 2023 |