2023 Form 5500 filing — Advanced Ent Retirement 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 20241008150331NAL0008495027001) for Advanced Ent Retirement Plan, reported by Regional Otolaryngology Head And Neck Associates, LLC under EIN 13-4233377 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008150331NAL0008495027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regional Otolaryngology Head And Neck Associates, LLC
- EIN
- 13-4233377
- Plan number
- 001
- Location
- Cherry Hill, NJ
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,399,421
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,399,421
- Employer contributions
- $766,162
- Participant contributions
- $771,559
- Total income / additions
- $7,437,254
- Benefits paid
- $5,122,513
- Administrative expenses
- $61,406
- Total expenses
- $5,183,919
- Net increase / (decrease)
- $2,253,335
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $61,406 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |