Faana Retirement Plan — Form 5500 plan (American Anesthesiology Of Virginia , 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, Faana Retirement Plan is a benefit plan reported by American Anesthesiology Of Virginia , P.C. under EIN 62-1098942 and plan number 002. The latest loaded filing year is 2023. The filing reports 133 participants and $15,722,384 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Anesthesiology Of Virginia , P.C.
- EIN
- 62-1098942
- Plan number
- 002
- Plan type
- 2
- Location
- Falls Church, VA
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $15,722,384
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241014102415NAL0027018369006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,722,384
- Net assets (EOY)
- $15,722,384
- Net assets (BOY)
- $34,249,687
Income & contributions
- Employer contributions
- $405,044
- Participant contributions
- $1,073,292
- Total contributions
- $1,478,336
- Total income / additions
- $5,446,422
Expenses & distributions
- Benefits paid
- $23,871,764
- Administrative expenses
- $99,640
- Total expenses
- $23,973,725
- Net increase / (decrease)
- -$18,527,303
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spire Wealth Management LLC | NONE | $89,303 | not reported in the loaded dataset | 2023 |
| Strategic Wealth Partners Ltd | NONE | $6,505 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $285 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Anesthesiology Of Virginia , P.C.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Falls Church, VA
- Spire Wealth Management LLC — Schedule C compensation
- Strategic Wealth Partners Ltd — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation