Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan — Form 5500 plan (Anesthesiology Consultants Exchange, 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, Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan is a benefit plan reported by Anesthesiology Consultants Exchange, P.C. under EIN 62-1445498 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $117,179,293 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anesthesiology Consultants Exchange, P.C.
EIN
62-1445498
Plan number
001
Plan type
2
Location
Chattanooga, TN
Latest filing year
2023
Participants
227
End-of-year plan assets
$117,179,293

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20240513102906NAL0019915139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$117,179,293
Total liabilities (EOY)
$0
Net assets (EOY)
$117,179,293
Net assets (BOY)
$98,728,653

Income & contributions

Employer contributions
$1,461,435
Participant contributions
$2,436,362
Total contributions
$4,254,249
Total income / additions
$23,153,903

Expenses & distributions

Benefits paid
$4,643,672
Administrative expenses
$59,591
Total expenses
$4,703,263
Net increase / (decrease)
$18,450,640

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Trust CompanyTRUSTEE$31,883$02023
Newport Group, Inc.RECORDKEEPER$20,107$02023
Jason Underwood Cpa, PllcAUDITOR$7,600not reported in the loaded dataset2023

Related Form 5500 pages