2023 Form 5500 filing — Atlanta Women'S Healthcare Specialists, LLC 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 20241001111054NAL0012186784001) for Atlanta Women'S Healthcare Specialists, LLC 401(K) Profit Sharing Plan, reported by Atlanta Women'S Healthcare Specialists, LLC under EIN 20-1259958 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001111054NAL0012186784001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlanta Women'S Healthcare Specialists, LLC
- EIN
- 20-1259958
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,144,950
- Net assets (EOY)
- $31,144,950
- Employer contributions
- $1,564,811
- Participant contributions
- $939,694
- Total income / additions
- $6,988,632
- Benefits paid
- $1,921,349
- Administrative expenses
- $21,391
- Total expenses
- $1,942,740
- Net increase / (decrease)
- $5,045,892
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | BROKER ADVISOR | $0 | $62,288 |
| Smith And Howard Pc | AUDITOR | $31,500 | $0 |
| Retirement Plan Administrators, LLC | CONTRACT ADMINISTRATOR | $12,242 | $0 |
| Empower Advisory Group, LLC | IVESTMENT MGMT | $3,643 | $0 |
| Empower Annuity Insur Co Of America | RECORDKEEPER | $1,750 | $0 |