2023 Form 5500 filing — Radiology Imaging Associates P.C. 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 20241007134916NAL0016183969002) for Radiology Imaging Associates P.C. Profit Sharing Plan, reported by Radiology Imaging Associates P.C. under EIN 84-0597929 and plan number 003. It reports 650 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007134916NAL0016183969002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Radiology Imaging Associates P.C.
- EIN
- 84-0597929
- Plan number
- 003
- Location
- Englewood, CO
- Participants
- 650
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,592,463
- Net assets (EOY)
- $124,592,463
- Employer contributions
- $5,523,599
- Participant contributions
- $4,333,521
- Total income / additions
- $29,943,719
- Benefits paid
- $6,658,892
- Administrative expenses
- $106,034
- Total expenses
- $6,768,268
- Net increase / (decrease)
- $23,175,451
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wakefield Asset Mgmt Lllp | NONE | $29,484 | not reported in the loaded dataset |
| Transitions Wealth Mgmt LLC | NONE | $28,054 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $26,375 | not reported in the loaded dataset |
| Glassman Wealth Services LLC | NONE | $16,300 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $2,460 | $0 |