Anesthesia Associates, P.L.L. Profit Sharing Plan And Trust — Form 5500 plan (Anesthesia Associates, P.L.L.)
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, Anesthesia Associates, P.L.L. Profit Sharing Plan And Trust is a benefit plan reported by Anesthesia Associates, P.L.L. under EIN 34-0894140 and plan number 002. The latest loaded filing year is 2023. The filing reports 125 participants and $48,674,160 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anesthesia Associates, P.L.L.
- EIN
- 34-0894140
- Plan number
- 002
- Plan type
- 2
- Location
- Painesville, OH
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $48,674,160
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241015154952NAL0016798691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,674,160
- Total liabilities (EOY)
- $150
- Net assets (EOY)
- $48,674,010
- Net assets (BOY)
- $47,633,535
Income & contributions
- Employer contributions
- $1,086,265
- Participant contributions
- $341,007
- Total contributions
- $1,427,272
- Total income / additions
- $12,589,062
Expenses & distributions
- Benefits paid
- $11,391,457
- Administrative expenses
- $157,130
- Total expenses
- $11,548,587
- Net increase / (decrease)
- $1,040,475
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cookson Peirce & Co. Inc | INVESTMENT ADVISOR | $52,007 | $0 | 2023 |
| Zabarsky & Associates, LLC | THIRD PARTY ADMINISTRATO | $25,538 | $0 | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $18,801 | $0 | 2023 |
| Hazlett, Burt And Watson | INVESTMENT MANAGER | $17,395 | $0 | 2023 |
| Carnegie Capital Asset | INVESTMENT ADVISOR | $15,231 | $0 | 2023 |
| Interocean Capital Group, LLC | INVESTMENT ADVISOR | $10,781 | $0 | 2023 |
| Johnson Investment Counsel, Inc. | INVESTMENT ADVISOR | $6,811 | $0 | 2023 |
| Mariner, LLC | INVESTMENT ADVISOR | $5,963 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Anesthesia Associates, P.L.L.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Painesville, OH
- Cookson Peirce & Co. Inc — Schedule C compensation
- Zabarsky & Associates, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Hazlett, Burt And Watson — Schedule C compensation
- Carnegie Capital Asset — Schedule C compensation
- Interocean Capital Group, LLC — Schedule C compensation
- Johnson Investment Counsel, Inc. — Schedule C compensation
- Mariner, LLC — Schedule C compensation