Arizona Arthritis & Rheumatology Associates, P.C. 401k Profit Sharing — Form 5500 plan (Arizona Arthritis & Rheumatology Associates, 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, Arizona Arthritis & Rheumatology Associates, P.C. 401k Profit Sharing is a benefit plan reported by Arizona Arthritis & Rheumatology Associates, P.C. under EIN 86-0765242 and plan number 002. The latest loaded filing year is 2023. The filing reports 271 participants and $22,195,268 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arizona Arthritis & Rheumatology Associates, P.C.
- EIN
- 86-0765242
- Plan number
- 002
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $22,195,268
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20241015152429NAL0030158513002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,195,268
- Net assets (EOY)
- $22,195,268
- Net assets (BOY)
- $16,958,847
Income & contributions
- Employer contributions
- $823,899
- Participant contributions
- $1,397,193
- Total contributions
- $2,498,086
- Total income / additions
- $5,836,882
Expenses & distributions
- Benefits paid
- $479,940
- Administrative expenses
- $120,521
- Total expenses
- $600,461
- Net increase / (decrease)
- $5,236,421
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | INVESTMENT ADVISORY | $54,054 | $4 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,660 | $0 | 2023 |
| Cetera Investment Advisers LLC | INVESTMENT ADVISORY | $17,949 | $3 | 2023 |
| Edberg Perry, LLC | CONTRACT ADMINISTRATOR | $9,708 | $5,784 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arizona Arthritis & Rheumatology Associates, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Cetera Advisor Networks LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation
- Edberg Perry, LLC — Schedule C compensation