Anesthesiologists Associated, Pc 401(K) Profit Sharing Retirement Plan — Form 5500 plan (Anesthesiologists Associated, Pc)

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, Anesthesiologists Associated, Pc 401(K) Profit Sharing Retirement Plan is a benefit plan reported by Anesthesiologists Associated, Pc under EIN 63-0577011 and plan number 003. The latest loaded filing year is 2023. The filing reports 471 participants and $79,322,465 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anesthesiologists Associated, Pc
EIN
63-0577011
Plan number
003
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
471
End-of-year plan assets
$79,322,465

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023471H, C20241010094105NAL0040317746005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$79,322,465
Net assets (EOY)
$79,322,465
Net assets (BOY)
$66,443,698

Income & contributions

Employer contributions
$4,576,891
Participant contributions
$4,495,927
Total contributions
$9,740,615
Total income / additions
$20,762,603

Expenses & distributions

Benefits paid
$7,778,790
Administrative expenses
$105,046
Total expenses
$7,883,836
Net increase / (decrease)
$12,878,767

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Osaic Wealth IncINVESTMENT ADVISOR$55,500not reported in the loaded dataset2023

Related Form 5500 pages