Anesthesia Service Medical Group, Inc. 401(K) Profit Sharing Plan Trust — Form 5500 plan (Anesthesia Service 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, Anesthesia Service Medical Group, Inc. 401(K) Profit Sharing Plan Trust is a benefit plan reported by Anesthesia Service Medical Group, Inc. under EIN 95-1965700 and plan number 002. The latest loaded filing year is 2023. The filing reports 317 participants and $374,933,048 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anesthesia Service Medical Group, Inc.
- EIN
- 95-1965700
- Plan number
- 002
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 317
- End-of-year plan assets
- $374,933,048
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 317 | H, C | 20241001124413NAL0006726529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $374,933,048
- Total liabilities (EOY)
- $14,861
- Net assets (EOY)
- $374,918,187
- Net assets (BOY)
- $321,980,592
Income & contributions
- Employer contributions
- $11,990,004
- Participant contributions
- $2,139,847
- Total contributions
- $16,467,106
- Total income / additions
- $74,994,700
Expenses & distributions
- Benefits paid
- $21,951,135
- Administrative expenses
- $89,320
- Total expenses
- $22,057,105
- Net increase / (decrease)
- $52,937,595
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| West Coast Financial | INVESTMENT ADVISOR | $46,640 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $24,099 | $0 | 2023 |
| Dowling & Yahnke | INVESTMENT ADVISOR | $18,581 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Anesthesia Service Medical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- West Coast Financial — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Dowling & Yahnke — Schedule C compensation