2023 Form 5500 filing — Anesthesia Service Medical Group, Inc. 401(K) Profit Sharing Plan Trust

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 20241001124413NAL0006726529001) for Anesthesia Service Medical Group, Inc. 401(K) Profit Sharing Plan Trust, reported by Anesthesia Service Medical Group, Inc. under EIN 95-1965700 and plan number 002. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241001124413NAL0006726529001
Filing year
2023
Form type
2
Plan sponsor
Anesthesia Service Medical Group, Inc.
EIN
95-1965700
Plan number
002
Location
San Diego, CA
Participants
317
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$374,933,048
Total liabilities (EOY)
$14,861
Net assets (EOY)
$374,918,187
Employer contributions
$11,990,004
Participant contributions
$2,139,847
Total income / additions
$74,994,700
Benefits paid
$21,951,135
Administrative expenses
$89,320
Total expenses
$22,057,105
Net increase / (decrease)
$52,937,595
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
West Coast FinancialINVESTMENT ADVISOR$46,640not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$24,099$0
Dowling & YahnkeINVESTMENT ADVISOR$18,581not reported in the loaded dataset

Related Form 5500 pages