Swetland Anesthesia Associated, Pc. 401 K Profit Sharing Plan & Trust — Form 5500 plan (Swetland Anesthesiology Assoc, 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, Swetland Anesthesia Associated, Pc. 401 K Profit Sharing Plan & Trust is a benefit plan reported by Swetland Anesthesiology Assoc, Pc under EIN 91-1777788 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $962,924 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swetland Anesthesiology Assoc, Pc
- EIN
- 91-1777788
- Plan number
- 001
- Plan type
- 2
- Location
- Klamath Falls, OR
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $962,924
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240730160200NAL0020434657004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $962,924
- Net assets (EOY)
- $962,924
- Net assets (BOY)
- $819,824
Income & contributions
- Participant contributions
- $72,999
- Total income / additions
- $196,773
Expenses & distributions
- Benefits paid
- $53,673
- Total expenses
- $53,673
- Net increase / (decrease)
- $143,100
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.