Neurological Associates Of Tucson Retirement Plan — Form 5500 plan (Neurological Associates Of Tucson, 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, Neurological Associates Of Tucson Retirement Plan is a benefit plan reported by Neurological Associates Of Tucson, P.C. under EIN 86-0187416 and plan number 003. The latest loaded filing year is 2023. The filing reports 168 participants and $20,950,557 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Neurological Associates Of Tucson, P.C.
- EIN
- 86-0187416
- Plan number
- 003
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $20,950,557
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20241015113247NAL0014496675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,950,557
- Total liabilities (EOY)
- $10,700
- Net assets (EOY)
- $20,939,857
- Net assets (BOY)
- $24,585,722
Income & contributions
- Employer contributions
- $1,110,755
- Participant contributions
- $404,886
- Total contributions
- $1,517,688
- Total income / additions
- $5,281,533
Expenses & distributions
- Benefits paid
- $8,864,961
- Administrative expenses
- $62,437
- Total expenses
- $8,927,398
- Net increase / (decrease)
- -$3,645,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT AD VISOR/MGMT | $36,339 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,414 | $0 | 2023 |
| Metz & Associates, Pllc | AUDITOR | $9,750 | not reported in the loaded dataset | 2023 |
| Pinnacle Plan Design, LLC | CONTRACT ADMINISTRATOR | $8,080 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Neurological Associates Of Tucson, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Tucson, AZ
- Sageview Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Metz & Associates, Pllc — Schedule C compensation
- Pinnacle Plan Design, LLC — Schedule C compensation