Paragon Anesthesia 401(K) Plan — Form 5500 plan (Paragon Anesthesia, 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, Paragon Anesthesia 401(K) Plan is a benefit plan reported by Paragon Anesthesia, P.C. under EIN 62-1091810 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $50,028,955 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Paragon Anesthesia, P.C.
- EIN
- 62-1091810
- Plan number
- 001
- Plan type
- 2
- Location
- Kingsport, TN
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $50,028,955
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20250501081134NAL0002098691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,028,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,028,955
- Net assets (BOY)
- $40,293,972
Income & contributions
- Employer contributions
- $1,951,456
- Participant contributions
- $1,990,978
- Total contributions
- $5,216,076
- Total income / additions
- $12,864,843
Expenses & distributions
- Benefits paid
- $3,071,748
- Administrative expenses
- $58,112
- Total expenses
- $3,129,860
- Net increase / (decrease)
- $9,734,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial Services .00 Inc | INVESTMENT ADVISOR | $20,091 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan | RECORDKEEPER | $6,854 | $0 | 2023 |
| Qualified Plan Administrators Inc | CONTRACT ADMIN | $850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Paragon Anesthesia, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Kingsport, TN
- Woodbury Financial Services .00 Inc — Schedule C compensation
- Capital Group Retirement Plan — Schedule C compensation
- Qualified Plan Administrators Inc — Schedule C compensation