2023 Form 5500 filing — Commonwealth Anesthesia, Psc 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240912111208NAL0014034624002) for Commonwealth Anesthesia, Psc 401(K) Profit Sharing Plan, reported by Commonwealth Anesthesia, Psc under EIN 61-1164344 and plan number 001. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912111208NAL0014034624002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Commonwealth Anesthesia, Psc
- EIN
- 61-1164344
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,830,851
- Net assets (EOY)
- $37,830,851
- Employer contributions
- $2,211,381
- Participant contributions
- $1,245,315
- Total income / additions
- $8,818,478
- Benefits paid
- $2,721,937
- Administrative expenses
- $42,407
- Total expenses
- $2,764,344
- Net increase / (decrease)
- $6,054,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meridian Wealth Management LLC | ADVISOR | $25,122 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $17,118 | $0 |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $157 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |