Emergency Physicians Professional Association Profit Sharing 401(K) Plan — Form 5500 plan (Emergency Physicians Professional Association)
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, Emergency Physicians Professional Association Profit Sharing 401(K) Plan is a benefit plan reported by Emergency Physicians Professional Association under EIN 41-0949999 and plan number 001. The latest loaded filing year is 2023. The filing reports 613 participants and $257,364,697 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emergency Physicians Professional Association
- EIN
- 41-0949999
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 613
- End-of-year plan assets
- $257,364,697
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 613 | H, C | 20241009160800NAL0019600193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $257,364,697
- Net assets (EOY)
- $257,364,697
- Net assets (BOY)
- $214,671,951
Income & contributions
- Employer contributions
- $13,917,581
- Participant contributions
- $4,863,217
- Total contributions
- $19,429,927
- Total income / additions
- $55,234,595
Expenses & distributions
- Benefits paid
- $12,407,863
- Administrative expenses
- $122,634
- Total expenses
- $12,541,849
- Net increase / (decrease)
- $42,692,746
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $122,609 | not reported in the loaded dataset | 2023 |
| Everest Financial Group LLC | NONE | $43,112 | not reported in the loaded dataset | 2023 |
| The Advocate Group LLC | NONE | $13,821 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen | NONE | $9,436 | not reported in the loaded dataset | 2023 |
| Larson Financial Group LLC | NONE | $8,330 | not reported in the loaded dataset | 2023 |
| Mutual Advisors LLC | NONE | $7,736 | not reported in the loaded dataset | 2023 |
| Oceanside Advisors LLC | NONE | $6,356 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $807 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Emergency Physicians Professional Association
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Everest Financial Group LLC — Schedule C compensation
- The Advocate Group LLC — Schedule C compensation
- Cliftonlarsonallen — Schedule C compensation
- Larson Financial Group LLC — Schedule C compensation
- Mutual Advisors LLC — Schedule C compensation
- Oceanside Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation