United Anesthesia Services, P.C. 401(K) Plan — Form 5500 plan (United Anesthesia Services, 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, United Anesthesia Services, P.C. 401(K) Plan is a benefit plan reported by United Anesthesia Services, P.C. under EIN 23-2856393 and plan number 002. The latest loaded filing year is 2023. The filing reports 495 participants and $185,262,050 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Anesthesia Services, P.C.
- EIN
- 23-2856393
- Plan number
- 002
- Plan type
- 2
- Location
- Plymouth Meeting, PA
- Latest filing year
- 2023
- Participants
- 495
- End-of-year plan assets
- $185,262,050
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 495 | H, C | 20241002131622NAL0008306545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $185,262,050
- Net assets (EOY)
- $185,262,050
- Net assets (BOY)
- $147,755,572
Income & contributions
- Employer contributions
- $6,458,086
- Participant contributions
- $6,481,042
- Total contributions
- $14,854,030
- Total income / additions
- $41,496,320
Expenses & distributions
- Benefits paid
- $3,631,491
- Administrative expenses
- $355,264
- Total expenses
- $3,989,842
- Net increase / (decrease)
- $37,506,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $185,909 | not reported in the loaded dataset | 2023 |
| Equitable Advisors | NONE | $127,458 | not reported in the loaded dataset | 2023 |
| Mb Levis & Associates LLC | NONE | $16,193 | not reported in the loaded dataset | 2023 |
| Zacks Investment Management In | NONE | $13,462 | not reported in the loaded dataset | 2023 |
| Modera Wealth Management LLC | NONE | $10,126 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,004 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Anesthesia Services, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Plymouth Meeting, PA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Equitable Advisors — Schedule C compensation
- Mb Levis & Associates LLC — Schedule C compensation
- Zacks Investment Management In — Schedule C compensation
- Modera Wealth Management LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation