2023 Form 5500 filing — United Anesthesia Services, P.C. 401(K) 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 20241002131622NAL0008306545001) for United Anesthesia Services, P.C. 401(K) Plan, reported by United Anesthesia Services, P.C. under EIN 23-2856393 and plan number 002. It reports 495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002131622NAL0008306545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Anesthesia Services, P.C.
- EIN
- 23-2856393
- Plan number
- 002
- Location
- Plymouth Meeting, PA
- Participants
- 495
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $185,262,050
- Net assets (EOY)
- $185,262,050
- Employer contributions
- $6,458,086
- Participant contributions
- $6,481,042
- Total income / additions
- $41,496,320
- Benefits paid
- $3,631,491
- Administrative expenses
- $355,264
- Total expenses
- $3,989,842
- Net increase / (decrease)
- $37,506,478
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $185,909 | not reported in the loaded dataset |
| Equitable Advisors | NONE | $127,458 | not reported in the loaded dataset |
| Mb Levis & Associates LLC | NONE | $16,193 | not reported in the loaded dataset |
| Zacks Investment Management In | NONE | $13,462 | not reported in the loaded dataset |
| Modera Wealth Management LLC | NONE | $10,126 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,004 | $0 |