2023 Form 5500 filing — Affiliated Dermatology 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 20241009125238NAL0032665920001) for Affiliated Dermatology 401(K) Plan, reported by Richard Lee Averitte, Jr., Pllc Dba Affiliated Dermatology under EIN 74-3037351 and plan number 001. It reports 365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009125238NAL0032665920001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Richard Lee Averitte, Jr., Pllc Dba Affiliated Dermatology
- EIN
- 74-3037351
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 365
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,315,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,315,569
- Employer contributions
- $438,235
- Participant contributions
- $622,378
- Total income / additions
- $1,999,644
- Benefits paid
- $877,906
- Administrative expenses
- $38,688
- Total expenses
- $925,299
- Net increase / (decrease)
- $1,074,345
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bayntree Wealth Advisors, LLC | INVESTMENT ADVISOR | $22,013 | not reported in the loaded dataset |
| Ascensus Holdings Inc. Dba Futurepl | CONTRACT ADMIN | $12,822 | $2,731 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $3,201 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $652 | not reported in the loaded dataset |