Central Anesthesia Service Exchange Medical Group, Inc. Profit Sharing Plan — Form 5500 plan (Central Anesthesia Service Exchange Medical Group, Inc.)
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, Central Anesthesia Service Exchange Medical Group, Inc. Profit Sharing Plan is a benefit plan reported by Central Anesthesia Service Exchange Medical Group, Inc. under EIN 68-0116562 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $124,122,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Anesthesia Service Exchange Medical Group, Inc.
- EIN
- 68-0116562
- Plan number
- 001
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $124,122,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241010130431NAL0035753152003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $124,122,220
- Net assets (EOY)
- $124,122,220
- Net assets (BOY)
- $103,547,953
Income & contributions
- Employer contributions
- $6,010,712
- Participant contributions
- $1,221,090
- Total contributions
- $7,481,287
- Total income / additions
- $25,940,675
Expenses & distributions
- Benefits paid
- $5,284,172
- Administrative expenses
- $81,728
- Total expenses
- $5,366,408
- Net increase / (decrease)
- $20,574,267
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Leconte Wealth Management LLC | NONE | $25,872 | not reported in the loaded dataset | 2023 |
| Cibc Private Wealth Advisors I | NONE | $21,856 | not reported in the loaded dataset | 2023 |
| Torrey Growth & Income Advisor | NONE | $19,546 | not reported in the loaded dataset | 2023 |
| Statheros Financial | NONE | $9,375 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,615 | $15 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Anesthesia Service Exchange Medical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Leconte Wealth Management LLC — Schedule C compensation
- Cibc Private Wealth Advisors I — Schedule C compensation
- Torrey Growth & Income Advisor — Schedule C compensation
- Statheros Financial — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation